Benchmark Financial Wealth Advisors’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 | $1.03M | Buy |
4,071
+13
| +0.3% | +$3.29K | 0.34% | 44 |
|
|
2025
Q1 | $838K | Sell |
4,058
-1,631
| -29% | -$337K | 0.32% | 44 |
|
|
2024
Q4 | $1.32M | Sell |
5,689
-335
| -6% | -$77.9K | 0.42% | 33 |
|
|
2024
Q3 | $1.36M | Buy |
6,024
+149
| +3% | +$33.6K | 0.45% | 30 |
|
|
2024
Q2 | $1.33M | Buy |
5,875
+221
| +4% | +$50K | 0.49% | 30 |
|
|
2024
Q1 | $1.18M | Buy |
5,654
+127
| +2% | +$26.5K | 0.45% | 29 |
|
|
2023
Q4 | $1.06M | Buy |
5,527
+317
| +6% | +$61K | 0.46% | 30 |
|
|
2023
Q3 | $854K | Buy |
5,210
+209
| +4% | +$34.3K | 0.4% | 30 |
|
|
2023
Q2 | $870K | Sell |
5,001
-44
| -0.9% | -$7.65K | 0.4% | 29 |
|
|
2023
Q1 | $762K | Buy |
5,045
+12
| +0.2% | +$1.81K | 0.39% | 28 |
|
|
2022
Q4 | $626K | Sell |
5,033
-755
| -13% | -$94K | 0.34% | 31 |
|
|
2022
Q3 | $687K | Sell |
5,788
-758
| -12% | -$90K | 0.4% | 30 |
|
|
2022
Q2 | $832K | Sell |
6,546
-494
| -7% | -$62.8K | 0.43% | 29 |
|
|
2022
Q1 | $1.12M | Buy |
7,040
+188
| +3% | +$29.9K | 0.48% | 27 |
|
|
2021
Q4 | $1.19M | Buy |
6,852
+273
| +4% | +$47.5K | 0.5% | 28 |
|
|
2021
Q3 | $982K | Sell |
6,579
-1,648
| -20% | -$246K | 0.47% | 28 |
|
|
2021
Q2 | $1.22M | Sell |
8,227
-1,485
| -15% | -$219K | 0.58% | 25 |
|
|
2021
Q1 | $1.29M | Sell |
9,712
-7,116
| -42% | -$945K | 0.7% | 22 |
|
|
2020
Q4 | $2.19M | Buy |
16,828
+2,142
| +15% | +$279K | 1.2% | 20 |
|
|
2020
Q3 | $1.71M | Buy |
14,686
+2,730
| +23% | +$319K | 1.1% | 20 |
|
|
2020
Q2 | $1.25M | Buy |
11,956
+7,670
| +179% | +$801K | 0.92% | 21 |
|
|
2020
Q1 | $344K | Buy |
4,286
+1,966
| +85% | +$158K | 0.35% | 29 |
|
|
2019
Q4 | $213K | Buy |
+2,320
| New | +$213K | 0.18% | 35 |
|