BNC 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
$643K Sell
2025
Q2
$580K Buy
2025
Q1
$472K Sell
2024
Q4
$557K Buy
2024
Q3
$519K Sell
2024
Q2
$5.69M Buy
2024
Q1
$1.56M Sell
2023
Q4
$1.97M Sell
2023
Q3
$2.56M Buy
2023
Q2
$2.35M Sell
2023
Q1
$2.11M Buy
2022
Q4
$1.59M Sell
2022
Q3
$2.01M Buy
2022
Q2
$1.96M Buy
2022
Q1
$2.4M Buy
2021
Q4
$1.36M Buy