EverSource 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 | $2.43M | Sell |
9,612
-491
| -5% | -$124K | 0.11% | 142 |
|
|
2025
Q1 | $2.09M | Buy |
10,103
+1,693
| +20% | +$350K | 0.11% | 142 |
|
|
2024
Q4 | $1.96M | Buy |
8,410
+4,837
| +135% | +$1.12M | 0.11% | 151 |
|
|
2024
Q3 | $807K | Buy |
3,573
+376
| +12% | +$84.9K | 0.05% | 251 |
|
|
2024
Q2 | $700K | Buy |
3,197
+253
| +9% | +$55.4K | 0.05% | 265 |
|
|
2024
Q1 | $578K | Buy |
2,944
+2,587
| +725% | +$508K | 0.05% | 247 |
|
|
2023
Q4 | $68.7K | Sell |
357
-52
| -13% | -$10K | 0.01% | 776 |
|
|
2023
Q3 | $67.1K | Hold |
409
| – | – | 0.01% | 708 |
|
|
2023
Q2 | $71.1K | Sell |
409
-124
| -23% | -$21.6K | 0.01% | 705 |
|
|
2023
Q1 | $80.5K | Buy |
533
+9
| +2% | +$1.36K | 0.01% | 619 |
|
|
2022
Q4 | $65.2K | Buy |
524
+238
| +83% | +$29.6K | 0.01% | 642 |
|
|
2022
Q3 | $34K | Hold |
286
| – | – | 0.01% | 740 |
|
|
2022
Q2 | $36K | Hold |
286
| – | – | 0.01% | 688 |
|
|
2022
Q1 | $45K | Sell |
286
-38
| -12% | -$5.98K | 0.01% | 489 |
|
|
2021
Q4 | $57K | Buy |
+324
| New | +$57K | 0.02% | 403 |
|