BSW Wealth Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.31M | Buy |
9,109
+5,548
| +156% | +$1.4M | 0.32% | 47 |
|
|
2025
Q1 | $735K | Buy |
3,561
+1,978
| +125% | +$408K | 0.11% | 108 |
|
|
2024
Q4 | $368K | Hold |
1,583
| – | – | 0.05% | 200 |
|
|
2024
Q3 | $357K | Buy |
1,583
+275
| +21% | +$62.1K | 0.05% | 199 |
|
|
2024
Q2 | $296K | Hold |
1,308
| – | – | 0.05% | 209 |
|
|
2024
Q1 | $272K | Buy |
+1,308
| New | +$272K | 0.05% | 233 |
|