Bernard Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

Bernard Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$760K	Buy
2025 Q2	$234K	Sell
2025 Q1	$368K	Buy
2024 Q4	$215K	Buy