Burt Wealth Advisors’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	$313K	Hold	1,235	–	–	0.07%	95
2025 Q1	$255K	Hold	1,235	–	–	0.06%	102
2024 Q4	$287K	Hold	1,235	–	–	0.07%	91
2024 Q3	$279K	Hold	1,235	–	–	0.07%	98
2024 Q2	$279K	Sell	1,235 -4	-0.3%	-$905	0.07%	93
2024 Q1	$258K	Buy	1,239 +4	+0.3%	+$833	0.07%	106
2023 Q4	$238K	Hold	1,235	–	–	0.07%	101
2023 Q3	$202K	Hold	1,235	–	–	0.06%	100
2023 Q2	$215K	Buy	+1,235	New	+$215K	0.06%	103
2021 Q1	–	Sell	-1,200	Closed	-$156K	–	373
2020 Q4	$156K	Hold	1,200	–	–	0.05%	99
2020 Q3	$140K	Hold	1,200	–	–	0.05%	100
2020 Q2	$125K	Hold	1,200	–	–	0.05%	108
2020 Q1	$96K	Hold	1,200	–	–	0.04%	117
2019 Q4	$110K	Hold	1,200	–	–	0.04%	122
2019 Q3	$97K	Hold	1,200	–	–	0.04%	127
2019 Q2	$94K	Hold	1,200	–	–	0.04%	128
2019 Q1	$89K	Hold	1,200	–	–	0.04%	129
2018 Q4	$74K	Hold	1,200	–	–	0.04%	145
2018 Q3	$90K	Hold	1,200	–	–	0.04%	146
2018 Q2	$83K	Hold	1,200	–	–	0.04%	142
2018 Q1	$79K	Buy	+1,200	New	+$79K	0.04%	146
2017 Q4	–	Sell	-1,200	Closed	-$71K	–	392
2017 Q3	$71K	Hold	1,200	–	–	0.05%	151
2017 Q2	$65K	Hold	1,200	–	–	0.04%	160
2017 Q1	$64K	Hold	1,200	–	–	0.05%	144
2016 Q4	$58K	Hold	1,200	–	–	0.05%	157
2016 Q3	$57K	Hold	1,200	–	–	0.06%	149
2016 Q2	$52K	Hold	1,200	–	–	0.06%	151
2016 Q1	$53K	Buy	+1,200	New	+$53K	0.05%	161