GWA
Geometric 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 | $1.03M | Hold |
4,078
| – | – | 0.15% | 25 |
|
|
2025
Q1 | $842K | Hold |
4,078
| – | – | 0.14% | 26 |
|
|
2024
Q4 | $948K | Hold |
4,078
| – | – | 0.17% | 22 |
|
|
2024
Q3 | $921K | Hold |
4,078
| – | – | 0.17% | 24 |
|
|
2024
Q2 | $923K | Buy |
4,078
+3,099
| +317% | +$701K | 0.19% | 20 |
|
|
2024
Q1 | $204K | Buy |
+979
| New | +$204K | 0.05% | 47 |
|