Avior Wealth Management’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 | $5.57M | Buy |
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|
2025
Q1 | $4.13M | Sell |
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|
2024
Q4 | $4.67M | Buy |
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|
2024
Q3 | $4.44M | Sell |
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|
2024
Q2 | $4.6M | Sell |
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|
2024
Q1 | $4.36M | Buy |
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|
2023
Q4 | $164K | Buy |
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|
2023
Q3 | $131K | Buy |
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|
2023
Q2 | $139K | Buy |
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|
2023
Q1 | $121K | Buy |
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|
2022
Q4 | $99.4K | Sell |
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|
2022
Q3 | $98K | Buy |
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|
2022
Q2 | $105K | Sell |
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|
2022
Q1 | $155K | Buy |
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|
2021
Q4 | $170K | Buy |
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|
2021
Q3 | $146K | Buy |
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|
2021
Q2 | $139K | Sell |
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|
2021
Q1 | $127K | Buy |
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|
2020
Q4 | $122K | Buy |
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|
2020
Q3 | $109K | Buy |
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|
2020
Q2 | $98K | Buy |
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|
2020
Q1 | $32K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $40K | Hold |
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|
2019
Q2 | $39K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $10K | Hold |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $9K | Hold |
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|
2016
Q3 | $9K | Hold |
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|
2016
Q2 | $8K | Hold |
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|
2016
Q1 | $8K | Buy |
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|
2015
Q2 | – | Hold |
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|
2015
Q1 | – | Hold |
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