IWA
IBEX 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 | $3.66M | Buy |
14,434
+1,245
| +9% | +$315K | 0.39% | 72 |
|
|
2025
Q1 | $2.72M | Sell |
13,189
-929
| -7% | -$192K | 0.36% | 70 |
|
|
2024
Q4 | $3.28M | Buy |
+14,118
| New | +$3.28M | 0.39% | 72 |
|
|
2023
Q1 | – | Sell |
-9,404
| Closed | -$1.17M | – | 185 |
|
|
2022
Q4 | $1.17M | Buy |
9,404
+11
| +0.1% | +$1.37K | 0.26% | 88 |
|
|
2022
Q3 | $1.12M | Buy |
9,393
+9
| +0.1% | +$1.07K | 0.29% | 83 |
|
|
2022
Q2 | $1.19M | Buy |
9,384
+9
| +0.1% | +$1.14K | 0.27% | 90 |
|
|
2022
Q1 | $1.49M | Buy |
9,375
+7
| +0.1% | +$1.11K | 0.29% | 92 |
|
|
2021
Q4 | $1.63M | Sell |
9,368
-62
| -0.7% | -$10.8K | 0.29% | 97 |
|
|
2021
Q3 | $1.41M | Buy |
9,430
+169
| +2% | +$25.2K | 0.27% | 102 |
|
|
2021
Q2 | $1.37M | Sell |
9,261
-1,308
| -12% | -$193K | 0.27% | 103 |
|
|
2021
Q1 | $1.4M | Buy |
10,569
+129
| +1% | +$17.1K | 0.35% | 86 |
|
|
2020
Q4 | $1.36M | Buy |
10,440
+422
| +4% | +$54.9K | 0.35% | 84 |
|
|
2020
Q3 | $1.17M | Buy |
+10,018
| New | +$1.17M | 0.34% | 82 |
|
|
2019
Q3 | – | Sell |
-7,761
| Closed | -$605K | – | 364 |
|
|
2019
Q2 | $605K | Buy |
+7,761
| New | +$605K | 0.17% | 112 |
|
|
2017
Q1 | – | Sell |
-2,035
| Closed | -$101K | – | 400 |
|
|
2016
Q4 | $101K | Buy |
+2,035
| New | +$101K | 0.05% | 139 |
|