BWA
Blodgett Wealth Advisors’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 | $298K | Sell |
1,175
-75
| -6% | -$19K | 0.23% | 48 |
|
|
2025
Q1 | $258K | Hold |
1,250
| – | – | 0.22% | 53 |
|
|
2024
Q4 | $291K | Hold |
1,250
| – | – | 0.23% | 49 |
|
|
2024
Q3 | $282K | Hold |
1,250
| – | – | 0.24% | 52 |
|
|
2024
Q2 | $283K | Hold |
1,250
| – | – | 0.24% | 46 |
|
|
2024
Q1 | $260K | Hold |
1,250
| – | – | 0.23% | 53 |
|
|
2023
Q4 | $241K | Hold |
1,250
| – | – | 0.25% | 54 |
|
|
2023
Q3 | $205K | Hold |
1,250
| – | – | 0.22% | 54 |
|
|
2023
Q2 | $217K | Buy |
+1,250
| New | +$217K | 0.23% | 58 |
|
|
2022
Q3 | – | Sell |
-1,600
| Closed | -$203K | – | 64 |
|
|
2022
Q2 | $203K | Sell |
1,600
-113
| -7% | -$14.3K | 0.22% | 62 |
|
|
2022
Q1 | $272K | Hold |
1,713
| – | – | 0.23% | 64 |
|
|
2021
Q4 | $298K | Buy |
+1,713
| New | +$298K | 0.23% | 69 |
|