Benchmark Financial Wealth Advisors’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
Q3 | $1.09M | Sell |
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|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $838K | Sell |
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|
2024
Q4 | $1.32M | Sell |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $854K | Buy |
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|
2023
Q2 | $870K | Sell |
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|
2023
Q1 | $762K | Buy |
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|
2022
Q4 | $626K | Sell |
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|
2022
Q3 | $687K | Sell |
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|
2022
Q2 | $832K | Sell |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $982K | Sell |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.29M | Sell |
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|
2020
Q4 | $2.19M | Buy |
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|
2020
Q3 | $1.71M | Buy |
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $344K | Buy |
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|
2019
Q4 | $213K | Buy |
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