BigSur Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.65M | Hold |
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|
2025
Q2 | $6.87M | Sell |
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|
2025
Q1 | $5.68M | Hold |
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|
2024
Q4 | $6.39M | Hold |
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|
2024
Q3 | $6.21M | Hold |
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|
2024
Q2 | $6.22M | Hold |
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|
2024
Q1 | $5.73M | Sell |
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|
2023
Q4 | $5.39M | Hold |
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|
2023
Q3 | $4.59M | Hold |
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|
2023
Q2 | $4.87M | Buy |
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|
2023
Q1 | $3.93M | Sell |
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|
2022
Q4 | $3.74M | Hold |
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|
2022
Q3 | $3.57M | Sell |
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|
2022
Q2 | $3.87M | Sell |
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|
2022
Q1 | $5.16M | Sell |
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|
2021
Q4 | $6.12M | Hold |
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|
2021
Q3 | $5.26M | Hold |
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|
2021
Q2 | $5.2M | Hold |
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|
2021
Q1 | $4.67M | Hold |
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|
2020
Q4 | $4.58M | Sell |
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|
2020
Q3 | $4.37M | Hold |
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|
2020
Q2 | $3.91M | Hold |
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|
2020
Q1 | $3.01M | Hold |
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|
2019
Q4 | $3.43M | Hold |
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|
2019
Q3 | $3.01M | Hold |
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|
2019
Q2 | $2.97M | Sell |
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|
2019
Q1 | $2.81M | Hold |
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|
2018
Q4 | $2.35M | Buy |
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|
2018
Q3 | $2.31M | Sell |
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|
2018
Q2 | $2.83M | Hold |
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|
2018
Q1 | $2.66M | Buy |
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|
2017
Q4 | $2.5M | Buy |
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|
2017
Q3 | $2.04M | Hold |
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|
2017
Q2 | $2M | Sell |
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|
2017
Q1 | $2.15M | Buy |
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|
2016
Q4 | $1.38M | Buy |
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