Beaumont Financial Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Beaumont Financial Advisors’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.1M	Sell	8,312 -1,069	-11%	-$151K	0.08%	154
2025 Q4	$1.35M	Buy	9,381 +2,703	+40%	+$390K	0.09%	134
2025 Q3	$941K	Sell	6,678 -336	-5%	-$44.5K	0.06%	165
2025 Q2	$888K	Sell	7,014 -282	-4%	-$31.3K	0.06%	163
2025 Q1	$753K	Sell	7,296 -400	-5%	-$45.3K	0.06%	177
2024 Q4	$895K	Buy	7,696 +46	+0.6%	+$5.35K	0.07%	158
2024 Q3	$864K	Hold	7,650	–	–	0.07%	157
2024 Q2	$865K	Sell	7,650 -272	-3%	-$28.6K	0.07%	159
2024 Q1	$825K	Sell	7,922 -404	-5%	-$40.9K	0.07%	162
2023 Q4	$801K	Sell	8,326 -1,780	-18%	-$158K	0.07%	155
2023 Q3	$828K	Buy	10,106 +564	+6%	+$48.4K	0.08%	137
2023 Q2	$829K	Sell	9,542 -152	-2%	-$12K	0.08%	150
2023 Q1	$732K	Sell	9,694 -180	-2%	-$12.4K	0.07%	143
2022 Q4	$614K	Sell	9,874 -972	-9%	-$61.7K	0.06%	160
2022 Q3	$644K	Sell	10,846 -52	-0.5%	-$3.55K	0.06%	151
2022 Q2	$693K	Sell	10,898 -44,036	-80%	-$3.07M	0.06%	154
2022 Q1	$4.37M	Buy	54,934 +36,606	+200%	+$2.87M	0.33%	63
2021 Q4	$1.59M	Sell	18,328 -1,972	-10%	-$162K	0.12%	118
2021 Q3	$1.51M	Buy	20,300 +4,060	+25%	+$313K	0.12%	113
2021 Q2	$1.2M	Sell	16,240 -5,362	-25%	-$376K	0.09%	126
2021 Q1	$1.44M	Sell	21,602 -12,776	-37%	-$843K	0.12%	111
2020 Q4	$2.23M	Buy	34,378 +6,992	+26%	+$426K	0.2%	90
2020 Q3	$1.6M	Sell	27,386 -20,568	-43%	-$1.16M	0.15%	106
2020 Q2	$2.5M	Buy	47,954 +6,834	+17%	+$321K	0.26%	79
2020 Q1	$1.65M	Sell	41,120 -40,176	-49%	-$1.83M	0.21%	80
2019 Q4	$3.73M	Sell	81,296 -54,356	-40%	-$2.33M	0.37%	63
2019 Q3	$5.46M	Buy	135,652 +19,330	+17%	+$773K	0.54%	52
2019 Q2	$4.54M	Buy	116,322 +32,946	+40%	+$1.26M	0.47%	55
2019 Q1	$3.08M	Buy	83,376 +74,058	+795%	+$2.53M	0.33%	69
2018 Q4	$289K	Sell	9,318 -91,738	-91%	-$3.1M	0.05%	156
2018 Q3	$3.81M	Sell	101,056 -64,120	-39%	-$2.35M	0.38%	61
2018 Q2	$5.74M	Sell	165,176 -49,570	-23%	-$1.7M	0.61%	45
2018 Q1	$7.02M	Buy	214,746 +76,286	+55%	+$2.56M	0.78%	42
2017 Q4	$4.43M	Sell	138,460 -25,854	-16%	-$811K	0.52%	50
2017 Q3	$4.86M	Sell	164,314 -14,314	-8%	-$412K	0.61%	45
2017 Q2	$4.89M	Sell	178,628 -1,306	-0.7%	-$35.9K	0.63%	45
2017 Q1	$4.8M	Sell	179,934 -130,470	-42%	-$3.36M	0.66%	46
2016 Q4	$7.5M	Buy	310,404 +90,722	+41%	+$2.17M	1.13%	28
2016 Q3	$5.25M	Sell	219,682 -89,966	-29%	-$2.09M	0.83%	45
2016 Q2	$6.71M	Sell	309,648 -159,172	-34%	-$3.45M	1.1%	32
2016 Q1	$10.4M	Sell	468,820 -145,516	-24%	-$3.01M	1.69%	16
2015 Q4	$13.2M	Buy	614,336 +598,982	+3,901%	+$12.9M	2.17%	13
2015 Q3	$318K	Hold	15,354	–	–	0.05%	108
2015 Q2	$318K	Sell	15,354 -1,370	-8%	-$29.2K	0.05%	108
2015 Q1	$347K	Sell	16,724 -500	-3%	-$10.4K	0.01%	123
2014 Q4	$356K	Sell	17,224 -1,600	-8%	-$32.4K	0.02%	127
2014 Q3	$376K	Sell	18,824 -760	-4%	-$15.1K	0.02%	129
2014 Q2	$376K	Sell	19,584 -1,603,496	-99%	-$29.7M	0.03%	134
2014 Q1	$29.5M	Buy	1,623,080 +731,494	+82%	+$13.1M	2.42%	9
2013 Q4	$15.9M	Sell	891,586 -60,306	-6%	-$1.02M	1.31%	29
2013 Q3	$15.3M	Buy	951,892 +799,060	+523%	+$12.7M	1.35%	22
2013 Q2	$2.34M	Buy	+152,832	New	+$2.37M	0.22%	86