Berger Financial Group’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 | $2.09M | Sell |
8,254
-88
| -1% | -$22.3K | 0.14% | 129 |
|
|
2025
Q1 | $1.72M | Buy |
8,342
+30
| +0.4% | +$6.2K | 0.12% | 134 |
|
|
2024
Q4 | $1.93M | Sell |
8,312
-1
| -0% | -$233 | 0.13% | 127 |
|
|
2024
Q3 | $1.88M | Buy |
8,313
+39
| +0.5% | +$8.81K | 0.14% | 123 |
|
|
2024
Q2 | $1.87M | Sell |
8,274
-1,815
| -18% | -$411K | 0.15% | 116 |
|
|
2024
Q1 | $2.1M | Buy |
+10,089
| New | +$2.1M | 0.17% | 116 |
|
|
2023
Q3 | – | Sell |
-1,216
| Closed | -$211K | – | 295 |
|
|
2023
Q2 | $211K | Buy |
+1,216
| New | +$211K | 0.02% | 268 |
|