Beaird Harris Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
|
|||||
|
2025
Q1 | $136K | Sell |
|
|||||
|
2024
Q4 | $159K | Sell |
|
|||||
|
2024
Q3 | $1.25M | Buy |
|
|||||
|
2024
Q2 | $319K | Buy |
|
|||||
|
2024
Q1 | $62.9K | Hold |
|
|||||
|
2023
Q4 | $58.1K | Hold |
|
|||||
|
2023
Q3 | $49.5K | Sell |
|
|||||
|
2023
Q2 | $87.8K | Sell |
|
|||||
|
2023
Q1 | $82.2K | Sell |
|
|||||
|
2022
Q4 | $196K | Buy |
|
|||||
|
2022
Q3 | $29K | Hold |
|
|||||
|
2022
Q2 | $31K | Buy |
|