Forvis Mazars Wealth Advisors’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 | $1.47M | Buy |
|
|||||
|
2025
Q2 | $1.16M | Sell |
|
|||||
|
2025
Q1 | $1.03M | Sell |
|
|||||
|
2024
Q4 | $1.22M | Buy |
|
|||||
|
2024
Q3 | $1.06M | Sell |
|
|||||
|
2024
Q2 | $1.08M | Hold |
|
|||||
|
2024
Q1 | $993K | Buy |
|
|||||
|
2023
Q4 | $862K | Sell |
|
|||||
|
2023
Q3 | $816K | Buy |
|
|||||
|
2023
Q2 | $779K | Buy |
|
|||||
|
2023
Q1 | $518K | Sell |
|
|||||
|
2022
Q4 | $555K | Buy |
|
|||||
|
2022
Q3 | $403K | Sell |
|
|||||
|
2022
Q2 | $434K | Sell |
|
|||||
|
2022
Q1 | $856K | Buy |
|
|||||
|
2021
Q4 | $365K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $624K | Buy |
|
|||||
|
2020
Q4 | $390K | Buy |
|