Elk River 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 | $4.57M | Buy |
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|
2025
Q2 | $3.76M | Buy |
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|
2025
Q1 | $2.95M | Sell |
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|
2024
Q4 | $3.38M | Buy |
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|
2024
Q3 | $3.26M | Buy |
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|
2024
Q2 | $3.27M | Buy |
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|
2024
Q1 | $3.01M | Buy |
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|
2023
Q4 | $2.78M | Hold |
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|
2023
Q3 | $2.37M | Buy |
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|
2023
Q2 | $2.51M | Sell |
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|
2023
Q1 | $2.21M | Hold |
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|
2022
Q4 | $1.82M | Sell |
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|
2022
Q3 | $1.95M | Sell |
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|
2022
Q2 | $2.21M | Hold |
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|
2022
Q1 | $2.77M | Sell |
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|
2021
Q4 | $3.04M | Sell |
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|
2021
Q3 | $2.62M | Hold |
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|
2021
Q2 | $2.59M | Sell |
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|
2021
Q1 | $2.48M | Buy |
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|
2020
Q4 | $2.41M | Buy |
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