Avion Wealth’s State Street Technology Select Sector SPDR ETF 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
2025
Q2
$157K Sell
2025
Q1
$168K Hold
2024
Q4
$168K Sell
2024
Q3
$237K Hold
2024
Q2
$238K Buy
2024
Q1
$139K Hold
2023
Q4
$128K Hold
2023
Q3
$108K Hold
2023
Q2
$115K Hold
2023
Q1
$82K Hold
2022
Q4
$78K Hold
2022
Q3
$79K Hold
2022
Q2
$84K Hold
2022
Q1
$106K Hold
2021
Q4
$115K Hold
2021
Q3
$99K Hold
2021
Q2
$98K Buy
2021
Q1
$86K Sell
2020
Q4
$98K Buy