BKM Wealth Management’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 | $259K | Sell |
1,024
-15
| -1% | -$3.8K | 0.1% | 137 |
|
|
2025
Q1 | $215K | Hold |
1,039
| – | – | 0.09% | 147 |
|
|
2024
Q4 | $242K | Buy |
1,039
+104
| +11% | +$24.2K | 0.1% | 149 |
|
|
2024
Q3 | $211K | Buy |
+935
| New | +$211K | 0.09% | 160 |
|
|
2024
Q1 | – | Sell |
-894
| Closed | -$172K | – | 576 |
|
|
2023
Q4 | $172K | Buy |
+894
| New | +$172K | 0.07% | 162 |
|