Elwood & Goetz Wealth Advisory Group’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 | $1.57M | Sell |
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|
2025
Q2 | $1.49M | Buy |
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|
2025
Q1 | $713K | Buy |
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|
2024
Q4 | $802K | Buy |
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|
2024
Q3 | $776K | Buy |
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|
2024
Q2 | $777K | Sell |
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|
2024
Q1 | $722K | Buy |
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|
2023
Q4 | $662K | Sell |
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|
2023
Q3 | $661K | Sell |
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|
2023
Q2 | $702K | Sell |
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|
2023
Q1 | $612K | Buy |
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|
2022
Q4 | $304K | Sell |
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|
2022
Q3 | $458K | Buy |
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|
2022
Q2 | $328K | Buy |
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|
2022
Q1 | $353K | Buy |
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|
2021
Q4 | $268K | Buy |
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