Blue Zone Wealth Advisors’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 | $4.03M | Buy |
|
|||||
|
2025
Q2 | $3.55M | Buy |
|
|||||
|
2025
Q1 | $2.82M | Sell |
|
|||||
|
2024
Q4 | $3.25M | Buy |
|
|||||
|
2024
Q3 | $3.16M | Buy |
|
|||||
|
2024
Q2 | $3.14M | Buy |
|
|||||
|
2024
Q1 | $2.84M | Buy |
|
|||||
|
2023
Q4 | $2.62M | Buy |
|
|||||
|
2023
Q3 | $2.23M | Buy |
|
|||||
|
2023
Q2 | $2.36M | Buy |
|
|||||
|
2023
Q1 | $2.04M | Sell |
|
|||||
|
2022
Q4 | $1.73M | Sell |
|
|||||
|
2022
Q3 | $1.66M | Sell |
|
|||||
|
2022
Q2 | $1.83M | Sell |
|
|||||
|
2022
Q1 | $2.39M | Sell |
|
|||||
|
2021
Q4 | $2.67M | Buy |
|
|||||
|
2021
Q3 | $2.24M | Sell |
|
|||||
|
2021
Q2 | $2.22M | Sell |
|
|||||
|
2021
Q1 | $2.01M | Sell |
|
|||||
|
2020
Q4 | $2.11M | Sell |
|
|||||
|
2020
Q3 | $1.92M | Buy |
|
|||||
|
2020
Q2 | $1.68M | Sell |
|
|||||
|
2020
Q1 | $1.77M | Buy |
|
|||||
|
2019
Q4 | $459K | Buy |
|