BBA
Braun-Bostich & Associates’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 | $3.44M | Buy |
13,601
+4,237
| +45% | +$1.07M | 2.35% | 13 |
|
|
2025
Q1 | $1.93M | Sell |
9,364
-364
| -4% | -$75.2K | 1.43% | 22 |
|
|
2024
Q4 | $2.26M | Sell |
9,728
-181
| -2% | -$42.1K | 1.63% | 18 |
|
|
2024
Q3 | $2.24M | Buy |
9,909
+361
| +4% | +$81.5K | 1.56% | 19 |
|
|
2024
Q2 | $2.16M | Buy |
9,548
+3,880
| +68% | +$878K | 1.61% | 16 |
|
|
2024
Q1 | $1.18M | Buy |
+5,668
| New | +$1.18M | 0.99% | 28 |
|
|
2020
Q4 | – | Sell |
-11,355
| Closed | -$1.33M | – | 232 |
|
|
2020
Q3 | $1.33M | Sell |
11,355
-2,263
| -17% | -$264K | 1.32% | 17 |
|
|
2020
Q2 | $1.42M | Buy |
13,618
+146
| +1% | +$15.3K | 1.39% | 13 |
|
|
2020
Q1 | $1.03M | Sell |
13,472
-944
| -7% | -$72.2K | 1.31% | 17 |
|
|
2019
Q4 | $1.35M | Buy |
14,416
+687
| +5% | +$64.1K | 1.33% | 14 |
|
|
2019
Q3 | $1.11M | Sell |
13,729
-993
| -7% | -$80K | 1.29% | 16 |
|
|
2019
Q2 | $1.15M | Sell |
14,722
-378
| -3% | -$29.5K | 1.2% | 16 |
|
|
2019
Q1 | $1.12M | Buy |
+15,100
| New | +$1.12M | 1.16% | 17 |
|