Acorn Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.69M | Sell |
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|
2025
Q1 | $4.71M | Buy |
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|
2024
Q4 | $5.16M | Buy |
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|
2024
Q3 | $4.99M | Buy |
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|
2024
Q2 | $4.85M | Buy |
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|
2024
Q1 | $4.36M | Buy |
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|
2023
Q4 | $3.79M | Buy |
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|
2023
Q3 | $3.16M | Buy |
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|
2023
Q2 | $3.24M | Buy |
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|
2023
Q1 | $2.8M | Sell |
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|
2022
Q4 | $2.32M | Buy |
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|
2022
Q3 | $2.12M | Buy |
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|
2022
Q2 | $2.22M | Hold |
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|
2022
Q1 | $2.77M | Buy |
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|
2021
Q4 | $2.97M | Buy |
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|
2021
Q3 | $2.54M | Buy |
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|
2021
Q2 | $2.41M | Sell |
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|
2021
Q1 | $2.21M | Sell |
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|
2020
Q4 | $2.52M | Buy |
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|
2020
Q3 | $2.11M | Buy |
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|
2020
Q2 | $1.8M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $62K | Hold |
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|
2018
Q1 | $58K | Hold |
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|
2017
Q4 | $59K | Buy |
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