Badgley Phelps Wealth Managers’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 | $1.1M | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.18M | Sell |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $902K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $699K | Sell |
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|
2022
Q4 | $694K | Sell |
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|
2022
Q3 | $737K | Buy |
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|
2022
Q2 | $632K | Buy |
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|
2022
Q1 | $641K | Sell |
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|
2021
Q4 | $708K | Hold |
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|
2021
Q3 | $608K | Buy |
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