CWM
C2C Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.76M | Sell |
22,743
-112
| -0.5% | -$28.4K | 5.22% | 5 |
|
|
2025
Q1 | $4.72M | Buy |
22,855
+170
| +0.7% | +$35.1K | 4.43% | 6 |
|
|
2024
Q4 | $5.27M | Hold |
22,685
| – | – | 4.89% | 6 |
|
|
2024
Q3 | $5.04M | Buy |
22,685
+460
| +2% | +$102K | 4.69% | 6 |
|
|
2024
Q2 | $5.03M | Buy |
22,225
+75
| +0.3% | +$17K | 4.92% | 6 |
|
|
2024
Q1 | $4.61M | Buy |
22,150
+525
| +2% | +$109K | 4.58% | 7 |
|
|
2023
Q4 | $4.18M | Sell |
21,625
-3,732
| -15% | -$721K | 3.54% | 7 |
|
|
2023
Q3 | $4.17M | Buy |
25,357
+118
| +0.5% | +$19.4K | 0.59% | 13 |
|
|
2023
Q2 | $4.51M | Buy |
25,239
+1,433
| +6% | +$256K | 0.6% | 13 |
|
|
2023
Q1 | $3.49M | Hold |
23,806
| – | – | 0.56% | 16 |
|
|
2022
Q4 | $3.06M | Sell |
23,806
-31
| -0.1% | -$3.99K | 0.53% | 16 |
|
|
2022
Q3 | $3.02M | Buy |
23,837
+18
| +0.1% | +$2.28K | 0.59% | 16 |
|
|
2022
Q2 | $3.22M | Sell |
23,819
-73
| -0.3% | -$9.86K | 0.59% | 17 |
|
|
2022
Q1 | $3.6M | Sell |
23,892
-117
| -0.5% | -$17.6K | 0.61% | 16 |
|
|
2021
Q4 | $4.17M | Buy |
+24,009
| New | +$4.17M | 0.6% | 16 |
|