BMM
Berkshire Money Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $147K | Buy |
+581
| New | +$147K | 0.02% | 111 |
|
|
2020
Q2 | – | Sell |
-1,750
| Closed | -$141K | – | 87 |
|
|
2020
Q1 | $141K | Buy |
+1,750
| New | +$141K | 0.03% | 42 |
|
|
2018
Q4 | – | Sell |
-13,640
| Closed | -$1.03M | – | 35 |
|
|
2018
Q3 | $1.03M | Hold |
13,640
| – | – | 0.23% | 13 |
|
|
2018
Q2 | $969K | Sell |
13,640
-86
| -0.6% | -$6.11K | 0.23% | 14 |
|
|
2018
Q1 | $898K | Sell |
13,726
-1,430
| -9% | -$93.6K | 0.22% | 16 |
|
|
2017
Q4 | $969K | Sell |
15,156
-326
| -2% | -$20.8K | 0.24% | 16 |
|
|
2017
Q3 | $975K | Sell |
15,482
-169
| -1% | -$10.6K | 0.25% | 16 |
|
|
2017
Q2 | $856K | Sell |
15,651
-471
| -3% | -$25.8K | 0.24% | 16 |
|
|
2017
Q1 | $859K | Sell |
16,122
-418
| -3% | -$22.3K | 0.26% | 15 |
|
|
2016
Q4 | $800K | Buy |
+16,540
| New | +$800K | 0.24% | 17 |
|