Bogart Wealth LLC’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 | $78.1K | Sell |
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|
2025
Q2 | $95.5K | Hold |
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|
2025
Q1 | $77.9K | Sell |
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|
2024
Q4 | $95.4K | Sell |
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|
2024
Q3 | $92.8K | Buy |
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|
2024
Q2 | $68.1K | Buy |
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|
2024
Q1 | $62.5K | Hold |
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|
2023
Q4 | $57.8K | Buy |
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|
2023
Q3 | $16.4K | Hold |
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|
2023
Q2 | $17.4K | Sell |
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|
2023
Q1 | $75.5K | Sell |
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|
2022
Q4 | $74.7K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q3 | $20K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $22K | Hold |
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|
2019
Q1 | $21K | Hold |
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|
2018
Q4 | $17K | Sell |
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|
2018
Q3 | $1.19M | Sell |
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|
2018
Q2 | $1.24M | Buy |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $995K | Buy |
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|
2017
Q3 | $797K | Buy |
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|
2017
Q2 | $704K | Sell |
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|
2017
Q1 | $741K | Buy |
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|
2016
Q4 | $591K | Buy |
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