FWA
FSM 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 | $501K | Sell |
1,964
-859
| -30% | -$219K | 0.08% | 154 |
|
|
2025
Q1 | $583K | Buy |
2,823
+905
| +47% | +$187K | 0.13% | 95 |
|
|
2024
Q4 | $442K | Sell |
1,918
-98
| -5% | -$22.6K | 0.11% | 105 |
|
|
2024
Q3 | $455K | Buy |
2,016
+168
| +9% | +$37.9K | 0.12% | 98 |
|
|
2024
Q2 | $418K | Hold |
1,848
| – | – | 0.14% | 94 |
|
|
2024
Q1 | $385K | Buy |
1,848
+19
| +1% | +$3.96K | 0.14% | 102 |
|
|
2023
Q4 | $352K | Hold |
1,829
| – | – | 0.15% | 106 |
|
|
2023
Q3 | $300K | Hold |
1,829
| – | – | 0.15% | 110 |
|
|
2023
Q2 | $315K | Hold |
1,829
| – | – | 0.16% | 113 |
|
|
2023
Q1 | $276K | Buy |
+1,829
| New | +$276K | 0.16% | 122 |
|