BWM
Buska Wealth Management’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 | $787K | Sell |
3,107
-25,606
| -89% | -$6.48M | 0.22% | 31 |
|
|
2025
Q1 | $5.93M | Sell |
28,713
-4,245
| -13% | -$877K | 1.86% | 15 |
|
|
2024
Q4 | $7.66M | Sell |
32,958
-2,959
| -8% | -$688K | 2.45% | 12 |
|
|
2024
Q3 | $8.11M | Sell |
35,917
-3,915
| -10% | -$884K | 2.83% | 10 |
|
|
2024
Q2 | $9.01M | Buy |
39,832
+5,013
| +14% | +$1.13M | 3.59% | 7 |
|
|
2024
Q1 | $7.25M | Buy |
+34,819
| New | +$7.25M | 3.18% | 8 |
|