Icon Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $637K | Sell |
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|
2023
Q2 | $713K | Hold |
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|
2023
Q1 | $619K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $671K | Hold |
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|
2021
Q4 | $734K | Sell |
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|
2021
Q3 | $653K | Sell |
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|
2021
Q2 | $693K | Hold |
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|
2021
Q1 | $623K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $418K | Buy |
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|
2018
Q2 | $33K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $5K | Buy |
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