BIP Wealth’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
$1.12M Sell
4,409
-209
-5% -$52.9K 0.07% 90
2025
Q1
$954K Sell
4,618
-298
-6% -$61.5K 0.06% 103
2024
Q4
$1.14M Sell
4,916
-8
-0.2% -$1.86K 0.08% 91
2024
Q3
$1.11M Buy
4,924
+403
+9% +$91K 0.08% 88
2024
Q2
$1.02M Sell
4,521
-583
-11% -$132K 0.08% 76
2024
Q1
$1.06M Sell
5,104
-200
-4% -$41.7K 0.08% 84
2023
Q4
$1.02M Buy
5,304
+500
+10% +$96.2K 0.08% 81
2023
Q3
$788K Sell
4,804
-795
-14% -$130K 0.07% 83
2023
Q2
$973K Sell
5,599
-952
-15% -$166K 0.08% 78
2023
Q1
$989K Buy
+6,551
New +$989K 0.11% 80