Castle Rock 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
Q3 | $365K | Buy |
|
|||||
|
2025
Q2 | $329K | Buy |
|
|||||
|
2025
Q1 | $236K | Buy |
|
|||||
|
2024
Q4 | $268K | Buy |
|
|||||
|
2024
Q3 | $240K | Sell |
|
|||||
|
2024
Q2 | $248K | Buy |
|
|||||
|
2024
Q1 | $210K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $265K | Buy |
|
|||||
|
2022
Q4 | $240K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $217K | Buy |
|