CWA
Continuum Wealth Advisors’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 | $283K | Sell |
1,118
-209
| -16% | -$52.9K | 0.14% | 48 |
|
|
2025
Q1 | $274K | Sell |
1,327
-230
| -15% | -$47.5K | 0.14% | 44 |
|
|
2024
Q4 | $362K | Sell |
1,557
-712
| -31% | -$166K | 0.18% | 42 |
|
|
2024
Q3 | $512K | Sell |
2,269
-25,747
| -92% | -$5.81M | 0.27% | 31 |
|
|
2024
Q2 | $6.34M | Buy |
28,016
+2,833
| +11% | +$641K | 3.33% | 11 |
|
|
2024
Q1 | $5.24M | Buy |
+25,183
| New | +$5.24M | 2.97% | 10 |
|