Amplius 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
Q3 | $939K | Sell |
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|
2025
Q2 | $1.03M | Hold |
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|
2025
Q1 | $836K | Sell |
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|
2024
Q4 | $982K | Sell |
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|
2024
Q3 | $977K | Sell |
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|
2024
Q2 | $989K | Buy |
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|
2024
Q1 | $880K | Sell |
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|
2023
Q4 | $846K | Buy |
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|
2023
Q3 | $702K | Sell |
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|
2023
Q2 | $755K | Sell |
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|
2023
Q1 | $658K | Buy |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $326K | Buy |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $426K | Buy |
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