Braun-Bostich & Associates’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$344K	Sell	2,588 -12	-0.5%	-$1.69K	0.22%	79
2025 Q4	$374K	Sell	2,600 -410	-14%	-$59.2K	0.23%	74
2025 Q3	$424K	Sell	3,010 -24,192	-89%	-$3.2M	0.27%	69
2025 Q2	$3.44M	Buy	27,202 +8,474	+45%	+$940K	2.35%	13
2025 Q1	$1.93M	Sell	18,728 -728	-4%	-$82.5K	1.43%	22
2024 Q4	$2.26M	Sell	19,456 -362	-2%	-$42.1K	1.63%	18
2024 Q3	$2.24M	Buy	19,818 +722	+4%	+$79.3K	1.56%	19
2024 Q2	$2.16M	Buy	19,096 +7,760	+68%	+$817K	1.61%	16
2024 Q1	$1.18M	Buy	+11,336	New	+$1.15M	0.99%	28
2020 Q4	–	Sell	-22,710	Closed	-$1.32M	–	232
2020 Q3	$1.32M	Sell	22,710 -4,526	-17%	-$256K	1.32%	17
2020 Q2	$1.42M	Buy	27,236 +292	+1%	+$13.7K	1.39%	13
2020 Q1	$1.03M	Sell	26,944 -1,888	-7%	-$86.2K	1.31%	17
2019 Q4	$1.35M	Buy	28,832 +1,374	+5%	+$58.8K	1.33%	14
2019 Q3	$1.11M	Sell	27,458 -1,986	-7%	-$79.5K	1.29%	16
2019 Q2	$1.15M	Sell	29,444 -756	-3%	-$28.8K	1.2%	16
2019 Q1	$1.12M	Buy	+30,200	New	+$1.03M	1.16%	17