Avion Wealth’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 | $175K | Hold |
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|
2025
Q2 | $157K | Sell |
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|
2025
Q1 | $168K | Hold |
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|
2024
Q4 | $168K | Sell |
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|
2024
Q3 | $237K | Hold |
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|
2024
Q2 | $238K | Buy |
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|
2024
Q1 | $139K | Hold |
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|
2023
Q4 | $128K | Hold |
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|
2023
Q3 | $108K | Hold |
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|
2023
Q2 | $115K | Hold |
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|
2023
Q1 | $82K | Hold |
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|
2022
Q4 | $78K | Hold |
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|
2022
Q3 | $79K | Hold |
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|
2022
Q2 | $84K | Hold |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $115K | Hold |
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|
2021
Q3 | $99K | Hold |
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|
2021
Q2 | $98K | Buy |
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|
2021
Q1 | $86K | Sell |
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|
2020
Q4 | $98K | Buy |
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