Beaird Harris Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Buy |
1,659
+1,000
| +152% | +$253K | 0.03% | 98 |
|
|
2025
Q1 | $136K | Sell |
659
-25
| -4% | -$5.16K | 0.01% | 143 |
|
|
2024
Q4 | $159K | Sell |
684
-4,864
| -88% | -$1.13M | 0.01% | 136 |
|
|
2024
Q3 | $1.25M | Buy |
5,548
+4,139
| +294% | +$934K | 0.11% | 56 |
|
|
2024
Q2 | $319K | Buy |
1,409
+1,107
| +367% | +$250K | 0.03% | 97 |
|
|
2024
Q1 | $62.9K | Hold |
302
| – | – | 0.01% | 184 |
|
|
2023
Q4 | $58.1K | Hold |
302
| – | – | 0.01% | 176 |
|
|
2023
Q3 | $49.5K | Sell |
302
-203
| -40% | -$33.3K | 0.01% | 173 |
|
|
2023
Q2 | $87.8K | Sell |
505
-39
| -7% | -$6.78K | 0.01% | 137 |
|
|
2023
Q1 | $82.2K | Sell |
544
-1,028
| -65% | -$155K | 0.01% | 141 |
|
|
2022
Q4 | $196K | Buy |
1,572
+1,330
| +550% | +$165K | 0.04% | 88 |
|
|
2022
Q3 | $29K | Hold |
242
| – | – | 0.01% | 203 |
|
|
2022
Q2 | $31K | Buy |
+242
| New | +$31K | 0.01% | 173 |
|