BMD
Better Money Decisions’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 | $200K | Buy |
+791
| New | +$200K | 0.12% | 74 |
|
|
2025
Q1 | – | Sell |
-1,103
| Closed | -$256K | – | 71 |
|
|
2024
Q4 | $256K | Sell |
1,103
-58
| -5% | -$13.5K | 0.18% | 62 |
|
|
2024
Q3 | $262K | Buy |
1,161
+1
| +0.1% | +$226 | 0.19% | 59 |
|
|
2024
Q2 | $262K | Buy |
1,160
+1
| +0.1% | +$226 | 0.2% | 57 |
|
|
2024
Q1 | $241K | Sell |
1,159
-100
| -8% | -$20.8K | 0.19% | 59 |
|
|
2023
Q4 | $242K | Sell |
1,259
-27
| -2% | -$5.2K | 0.2% | 56 |
|
|
2023
Q3 | $211K | Sell |
1,286
-134
| -9% | -$22K | 0.19% | 58 |
|
|
2023
Q2 | $247K | Buy |
1,420
+2
| +0.1% | +$348 | 0.2% | 57 |
|
|
2023
Q1 | $214K | Buy |
+1,418
| New | +$214K | 0.18% | 61 |
|
|
2022
Q3 | – | Sell |
-1,185
| Closed | -$151K | – | 460 |
|
|
2022
Q2 | $151K | Buy |
+1,185
| New | +$151K | 0.13% | 67 |
|
|
2022
Q1 | – | Sell |
-1,185
| Closed | -$206K | – | 67 |
|
|
2021
Q4 | $206K | Buy |
1,185
+343
| +41% | +$59.6K | 0.17% | 63 |
|
|
2021
Q3 | $126K | Buy |
842
+642
| +321% | +$96.1K | 0.1% | 92 |
|
|
2021
Q2 | $30K | Buy |
+200
| New | +$30K | 0.03% | 211 |
|