HWA
HCR 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 | $1.22M | Sell |
4,812
-17
| -0.4% | -$4.31K | 0.14% | 93 |
|
|
2025
Q1 | $997K | Hold |
4,829
| – | – | 0.13% | 101 |
|
|
2024
Q4 | $1.12M | Hold |
4,829
| – | – | 0.14% | 93 |
|
|
2024
Q3 | $1.09M | Sell |
4,829
-210
| -4% | -$47.4K | 0.14% | 96 |
|
|
2024
Q2 | $1.14M | Buy |
5,039
+208
| +4% | +$47.1K | 0.16% | 86 |
|
|
2024
Q1 | $1.01M | Sell |
4,831
-25
| -0.5% | -$5.21K | 0.15% | 93 |
|
|
2023
Q4 | $935K | Buy |
+4,856
| New | +$935K | 0.15% | 92 |
|
|
2021
Q1 | – | Sell |
-435
| Closed | -$57K | – | 289 |
|
|
2020
Q4 | $57K | Buy |
435
+160
| +58% | +$21K | 0.01% | 205 |
|
|
2020
Q3 | $32K | Buy |
275
+90
| +49% | +$10.5K | 0.01% | 194 |
|
|
2020
Q2 | $19K | Hold |
185
| – | – | ﹤0.01% | 207 |
|
|
2020
Q1 | $15K | Hold |
185
| – | – | ﹤0.01% | 199 |
|
|
2019
Q4 | $17K | Buy |
+185
| New | +$17K | ﹤0.01% | 200 |
|