Comprehensive 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
Q2 | $5.92M | Buy |
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|
2025
Q1 | $4.77M | Sell |
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|
2024
Q4 | $6.5M | Buy |
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|
2024
Q3 | $5.56M | Buy |
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|
2024
Q2 | $4.6M | Buy |
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|
2024
Q1 | $3.88M | Sell |
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|
2023
Q4 | $3.66M | Buy |
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|
2023
Q3 | $3.07M | Buy |
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|
2023
Q2 | $3.12M | Sell |
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|
2023
Q1 | $2.94M | Sell |
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|
2022
Q4 | $2.64M | Buy |
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|
2022
Q3 | $2.34M | Buy |
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|
2022
Q2 | $2.42M | Buy |
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|
2022
Q1 | $2.23M | Buy |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $896K | Buy |
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|
2021
Q2 | $573K | Buy |
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|
2021
Q1 | $320K | Buy |
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|
2020
Q4 | $282K | Buy |
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