High Net Worth Advisory Group’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
Q2 | $725K | Sell |
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|
2025
Q1 | $591K | Hold |
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|
2024
Q4 | $666K | Hold |
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|
2024
Q3 | $646K | Hold |
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|
2024
Q2 | $647K | Hold |
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | $541K | Hold |
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|
2023
Q3 | $461K | Buy |
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|
2023
Q2 | $489K | Buy |
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|
2023
Q1 | $419K | Hold |
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|
2022
Q4 | $345K | Sell |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $280K | Hold |
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|
2022
Q1 | $350K | Sell |
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|
2021
Q4 | $517K | Buy |
|