HNWA
Henrickson Nauta 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 | $280K | Buy |
1,107
+1
| +0.1% | +$253 | 0.1% | 66 |
|
|
2025
Q1 | $215K | Sell |
1,106
-949
| -46% | -$184K | 0.09% | 72 |
|
|
2024
Q4 | $478K | Buy |
2,055
+441
| +27% | +$103K | 0.19% | 47 |
|
|
2024
Q3 | $364K | Buy |
+1,614
| New | +$364K | 0.14% | 56 |
|
|
2022
Q1 | – | Sell |
-600
| Closed | -$93K | – | 282 |
|
|
2021
Q4 | $93K | Buy |
+600
| New | +$93K | 0.08% | 66 |
|