AWA
Amplius Wealth Advisors’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 | $1.03M | Hold |
4,048
| – | – | 0.1% | 81 |
|
|
2025
Q1 | $836K | Sell |
4,048
-175
| -4% | -$36.1K | 0.09% | 80 |
|
|
2024
Q4 | $982K | Sell |
4,223
-103
| -2% | -$24K | 0.1% | 73 |
|
|
2024
Q3 | $977K | Sell |
4,326
-45
| -1% | -$10.2K | 0.11% | 73 |
|
|
2024
Q2 | $989K | Buy |
4,371
+146
| +3% | +$33K | 0.11% | 72 |
|
|
2024
Q1 | $880K | Sell |
4,225
-169
| -4% | -$35.2K | 0.1% | 75 |
|
|
2023
Q4 | $846K | Buy |
4,394
+111
| +3% | +$21.4K | 0.1% | 71 |
|
|
2023
Q3 | $702K | Sell |
4,283
-62
| -1% | -$10.2K | 0.09% | 81 |
|
|
2023
Q2 | $755K | Sell |
4,345
-14
| -0.3% | -$2.43K | 0.1% | 76 |
|
|
2023
Q1 | $658K | Buy |
4,359
+575
| +15% | +$86.8K | 0.09% | 80 |
|
|
2022
Q4 | $471K | Buy |
3,784
+1,116
| +42% | +$139K | 0.08% | 93 |
|
|
2022
Q3 | $317K | Buy |
2,668
+101
| +4% | +$12K | 0.06% | 115 |
|
|
2022
Q2 | $326K | Buy |
2,567
+995
| +63% | +$126K | 0.05% | 127 |
|
|
2022
Q1 | $249K | Sell |
1,572
-881
| -36% | -$140K | 0.04% | 153 |
|
|
2021
Q4 | $426K | Buy |
+2,453
| New | +$426K | 0.06% | 125 |
|