HCR 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 | $1.37M | Sell |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $997K | Hold |
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|
2024
Q4 | $1.12M | Hold |
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|
2024
Q3 | $1.09M | Sell |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.01M | Sell |
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|
2023
Q4 | $935K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $57K | Buy |
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|
2020
Q3 | $32K | Buy |
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|
2020
Q2 | $19K | Hold |
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|
2020
Q1 | $15K | Hold |
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|
2019
Q4 | $17K | Buy |
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