BPWA
XLK icon

Beacon Pointe Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-7,957
Closed -$642K 291
2019
Q3
$642K Buy
+7,957
New +$642K 0.14% 132
2019
Q1
Sell
-3,716
Closed -$230K 264
2018
Q4
$230K Buy
+3,716
New +$230K 0.08% 201