9WM
9258 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $3.83M | Sell |
16,960
-1,178
| -6% | -$266K | 0.57% | 34 |
|
|
2024
Q2 | $4.1M | Buy |
18,138
+142
| +0.8% | +$32.1K | 0.63% | 33 |
|
|
2024
Q1 | $3.75M | Sell |
17,996
-699
| -4% | -$146K | 0.58% | 34 |
|
|
2023
Q4 | $3.6M | Sell |
18,695
-595
| -3% | -$115K | 0.63% | 32 |
|
|
2023
Q3 | $3.16M | Buy |
19,290
+2
| +0% | +$328 | 0.61% | 35 |
|
|
2023
Q2 | $3.35M | Sell |
19,288
-2,422
| -11% | -$421K | 0.63% | 35 |
|
|
2023
Q1 | $3.28M | Sell |
21,710
-1,032
| -5% | -$156K | 0.66% | 33 |
|
|
2022
Q4 | $2.83M | Sell |
22,742
-4,611
| -17% | -$574K | 0.61% | 34 |
|
|
2022
Q3 | $3.25M | Buy |
27,353
+6,106
| +29% | +$725K | 0.83% | 30 |
|
|
2022
Q2 | $2.7M | Buy |
21,247
+1,159
| +6% | +$147K | 0.69% | 27 |
|
|
2022
Q1 | $3.19M | Sell |
20,088
-625
| -3% | -$99.3K | 0.74% | 25 |
|
|
2021
Q4 | $3.6M | Buy |
20,713
+2,447
| +13% | +$425K | 0.83% | 22 |
|
|
2021
Q3 | $2.73M | Buy |
18,266
+168
| +0.9% | +$25.1K | 0.73% | 24 |
|
|
2021
Q2 | $2.67M | Buy |
18,098
+5,443
| +43% | +$804K | 0.72% | 25 |
|
|
2021
Q1 | $1.68M | Buy |
12,655
+1,124
| +10% | +$149K | 0.5% | 36 |
|
|
2020
Q4 | $1.5M | Sell |
11,531
-421
| -4% | -$54.7K | 0.49% | 40 |
|
|
2020
Q3 | $1.33M | Sell |
11,952
-1,519
| -11% | -$168K | 0.5% | 37 |
|
|
2020
Q2 | $1.41M | Sell |
13,471
-297
| -2% | -$31K | 0.57% | 34 |
|
|
2020
Q1 | $1.23M | Sell |
13,768
-4,245
| -24% | -$380K | 0.54% | 40 |
|
|
2019
Q4 | $1.65M | Buy |
18,013
+306
| +2% | +$28K | 0.61% | 32 |
|
|
2019
Q3 | $1.43M | Sell |
17,707
-1,302
| -7% | -$105K | 1.11% | 18 |
|
|
2019
Q2 | $1.48M | Buy |
19,009
+1,931
| +11% | +$151K | 1.19% | 18 |
|
|
2019
Q1 | $1.26M | Buy |
17,078
+3,232
| +23% | +$239K | 1.07% | 27 |
|
|
2018
Q4 | $858K | Buy |
+13,846
| New | +$858K | 0.83% | 39 |
|