FWM
Foguth Wealth Management’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 | $6.35M | Buy |
25,092
+17,581
| +234% | +$4.45M | 1.36% | 20 |
|
|
2025
Q1 | $1.55M | Sell |
7,511
-295
| -4% | -$60.9K | 0.38% | 49 |
|
|
2024
Q4 | $1.87M | Sell |
7,806
-2,395
| -23% | -$573K | 0.49% | 48 |
|
|
2024
Q3 | $2.33M | Sell |
10,201
-7,088
| -41% | -$1.62M | 0.84% | 31 |
|
|
2024
Q2 | $3.91M | Sell |
17,289
-676
| -4% | -$153K | 1.72% | 21 |
|
|
2024
Q1 | $3.74M | Buy |
+17,965
| New | +$3.74M | 2.01% | 17 |
|