Beirne Wealth Consulting Services’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 | $252K | Hold |
996
| – | – | 0.08% | 87 |
|
|
2025
Q1 | $206K | Hold |
996
| – | – | 0.07% | 97 |
|
|
2024
Q4 | $232K | Sell |
996
-104
| -9% | -$24.2K | 0.08% | 85 |
|
|
2024
Q3 | $248K | Hold |
1,100
| – | – | 0.09% | 86 |
|
|
2024
Q2 | $249K | Hold |
1,100
| – | – | 0.1% | 85 |
|
|
2024
Q1 | $229K | Sell |
1,100
-31
| -3% | -$6.46K | 0.1% | 83 |
|
|
2023
Q4 | $218K | Sell |
1,131
-76
| -6% | -$14.6K | 0.11% | 134 |
|
|
2023
Q3 | $210K | Hold |
1,207
| – | – | 0.17% | 86 |
|
|
2023
Q2 | $210K | Buy |
+1,207
| New | +$210K | 0.17% | 86 |
|
|
2022
Q1 | – | Sell |
-1,295
| Closed | -$225K | – | 109 |
|
|
2021
Q4 | $225K | Sell |
1,295
-500
| -28% | -$86.9K | 0.12% | 92 |
|
|
2021
Q3 | $267K | Hold |
1,795
| – | – | 0.15% | 80 |
|
|
2021
Q2 | $265K | Sell |
1,795
-555
| -24% | -$81.9K | 0.15% | 85 |
|
|
2021
Q1 | $312K | Sell |
2,350
-1,915
| -45% | -$254K | 0.18% | 67 |
|
|
2020
Q4 | $555K | Buy |
4,265
+1,494
| +54% | +$194K | 0.27% | 69 |
|
|
2020
Q3 | $323K | Buy |
+2,771
| New | +$323K | 0.19% | 90 |
|
|
2019
Q2 | – | Sell |
-6,528
| Closed | -$483K | – | 187 |
|
|
2019
Q1 | $483K | Buy |
6,528
+97
| +2% | +$7.18K | 0.38% | 81 |
|
|
2018
Q4 | $399K | Buy |
+6,431
| New | +$399K | 0.34% | 95 |
|