Burt Wealth Advisors’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
2025 Q3	$348K	Hold	2,470	–	–	0.09%	90
2025 Q2	$313K	Hold	2,470	–	–	0.07%	95
2025 Q1	$255K	Hold	2,470	–	–	0.06%	102
2024 Q4	$287K	Hold	2,470	–	–	0.07%	91
2024 Q3	$279K	Hold	2,470	–	–	0.07%	98
2024 Q2	$279K	Sell	2,470 -8	-0.3%	-$842	0.07%	93
2024 Q1	$258K	Buy	2,478 +8	+0.3%	+$809	0.07%	106
2023 Q4	$238K	Hold	2,470	–	–	0.07%	101
2023 Q3	$202K	Hold	2,470	–	–	0.06%	100
2023 Q2	$215K	Buy	+2,470	New	+$195K	0.06%	103
2021 Q1	–	Sell	-2,400	Closed	-$156K	–	373
2020 Q4	$156K	Hold	2,400	–	–	0.05%	99
2020 Q3	$140K	Hold	2,400	–	–	0.05%	100
2020 Q2	$125K	Hold	2,400	–	–	0.05%	108
2020 Q1	$96K	Hold	2,400	–	–	0.04%	117
2019 Q4	$110K	Hold	2,400	–	–	0.04%	122
2019 Q3	$97K	Hold	2,400	–	–	0.04%	127
2019 Q2	$94K	Hold	2,400	–	–	0.04%	128
2019 Q1	$89K	Hold	2,400	–	–	0.04%	129
2018 Q4	$74K	Hold	2,400	–	–	0.04%	145
2018 Q3	$90K	Hold	2,400	–	–	0.04%	146
2018 Q2	$83K	Hold	2,400	–	–	0.04%	142
2018 Q1	$79K	Buy	+2,400	New	+$80.6K	0.04%	146
2017 Q4	–	Sell	-2,400	Closed	-$71K	–	389
2017 Q3	$71K	Hold	2,400	–	–	0.05%	151
2017 Q2	$65K	Hold	2,400	–	–	0.04%	160
2017 Q1	$64K	Hold	2,400	–	–	0.05%	144
2016 Q4	$58K	Hold	2,400	–	–	0.05%	157
2016 Q3	$57K	Hold	2,400	–	–	0.06%	149
2016 Q2	$52K	Hold	2,400	–	–	0.06%	151
2016 Q1	$53K	Buy	+2,400	New	+$49.6K	0.05%	161