HWM
Horizon Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-63,956
| Closed | -$14.9M | – | 111 |
|
|
2024
Q4 | $14.9M | Buy |
+63,956
| New | +$14.9M | 2.59% | 12 |
|
|
2024
Q2 | – | Sell |
-61,678
| Closed | -$12.8M | – | 95 |
|
|
2024
Q1 | $12.8M | Sell |
61,678
-5,041
| -8% | -$1.05M | 3.35% | 9 |
|
|
2023
Q4 | $12.8M | Buy |
66,719
+317
| +0.5% | +$61K | 3.57% | 10 |
|
|
2023
Q3 | $10.9M | Buy |
+66,402
| New | +$10.9M | 4.37% | 7 |
|