Axxcess 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 | $8.7M | Sell |
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|
2025
Q1 | $7.75M | Sell |
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|
2024
Q4 | $12.5M | Sell |
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|
2024
Q3 | $12.6M | Sell |
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|
2024
Q2 | $12.8M | Buy |
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|
2024
Q1 | $8.12M | Sell |
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|
2023
Q4 | $7.69M | Sell |
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|
2023
Q3 | $6.89M | Buy |
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|
2023
Q2 | $3.87M | Buy |
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|
2023
Q1 | $2.69M | Buy |
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|
2022
Q4 | $1.27M | Sell |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $1.51M | Sell |
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|
2022
Q1 | $2.34M | Sell |
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|
2021
Q4 | $3.37M | Buy |
|