HNWAG
High Net Worth Advisory Group’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 | $725K | Sell |
2,860
-1
| -0% | -$253 | 0.19% | 105 |
|
|
2025
Q1 | $591K | Hold |
2,861
| – | – | 0.17% | 114 |
|
|
2024
Q4 | $666K | Hold |
2,861
| – | – | 0.19% | 106 |
|
|
2024
Q3 | $646K | Hold |
2,861
| – | – | 0.18% | 109 |
|
|
2024
Q2 | $647K | Hold |
2,861
| – | – | 0.2% | 103 |
|
|
2024
Q1 | $596K | Buy |
2,861
+49
| +2% | +$10.2K | 0.19% | 109 |
|
|
2023
Q4 | $541K | Hold |
2,812
| – | – | 0.2% | 102 |
|
|
2023
Q3 | $461K | Buy |
2,812
+1
| +0% | +$164 | 0.18% | 108 |
|
|
2023
Q2 | $489K | Buy |
2,811
+35
| +1% | +$6.09K | 0.19% | 111 |
|
|
2023
Q1 | $419K | Hold |
2,776
| – | – | 0.17% | 119 |
|
|
2022
Q4 | $345K | Sell |
2,776
-31
| -1% | -$3.86K | 0.13% | 133 |
|
|
2022
Q3 | $333K | Buy |
2,807
+607
| +28% | +$72K | 0.14% | 131 |
|
|
2022
Q2 | $280K | Hold |
2,200
| – | – | 0.12% | 148 |
|
|
2022
Q1 | $350K | Sell |
2,200
-774
| -26% | -$123K | 0.13% | 134 |
|
|
2021
Q4 | $517K | Buy |
+2,974
| New | +$517K | 0.18% | 108 |
|