HB Wealth Management’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 | $9.33M | Buy |
|
|||||
|
2025
Q2 | $5.53M | Sell |
|
|||||
|
2025
Q1 | $5.49M | Sell |
|
|||||
|
2024
Q4 | $7.41M | Sell |
|
|||||
|
2024
Q3 | $7.24M | Buy |
|
|||||
|
2024
Q2 | $6.92M | Buy |
|
|||||
|
2024
Q1 | $4.81M | Buy |
|
|||||
|
2023
Q4 | $4.34M | Sell |
|
|||||
|
2023
Q3 | $3.74M | Buy |
|
|||||
|
2023
Q2 | $3.69M | Buy |
|
|||||
|
2023
Q1 | $3.19M | Sell |
|
|||||
|
2022
Q4 | $3.57M | Sell |
|
|||||
|
2022
Q3 | $3.42M | Buy |
|
|||||
|
2022
Q2 | $2.47M | Buy |
|
|||||
|
2022
Q1 | $3.03M | Buy |
|
|||||
|
2021
Q4 | $3.21M | Buy |
|