Cerro Pacific 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
Q2 | $3.17M | Sell |
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|
2025
Q1 | $3.15M | Sell |
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|
2024
Q4 | $3.15M | Sell |
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|
2024
Q3 | $3.52M | Hold |
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|
2024
Q2 | $3.52M | Buy |
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|
2023
Q1 | $4.56M | Sell |
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|
2022
Q4 | $3.99M | Buy |
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|
2022
Q3 | $3.77M | Sell |
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|
2022
Q2 | $4.28M | Sell |
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|
2022
Q1 | $5.97M | Sell |
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|
2021
Q4 | $6.84M | Sell |
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|
2021
Q3 | $6.18M | Sell |
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|
2021
Q2 | $6.44M | Buy |
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|
2020
Q4 | $6.29M | Buy |
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