IPW
IronBridge Private Wealth’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 | $4.32M | Buy |
20,899
+1,850
| +10% | +$382K | 1.7% | 18 |
|
|
2024
Q4 | $4.43M | Sell |
19,049
-726
| -4% | -$169K | 1.63% | 18 |
|
|
2024
Q3 | $4.46M | Buy |
19,775
+18,708
| +1,753% | +$4.22M | 1.67% | 19 |
|
|
2024
Q2 | $241K | Sell |
1,067
-17,781
| -94% | -$4.02M | 0.09% | 39 |
|
|
2024
Q1 | $3.93M | Sell |
18,848
-498
| -3% | -$104K | 1.63% | 23 |
|
|
2023
Q4 | $3.72M | Buy |
+19,346
| New | +$3.72M | 1.82% | 24 |
|
|
2023
Q2 | – | Sell |
-21,922
| Closed | -$3.31M | – | 44 |
|
|
2023
Q1 | $3.31M | Buy |
+21,922
| New | +$3.31M | 2.12% | 15 |
|
|
2022
Q1 | – | Sell |
-47,252
| Closed | -$8.22M | – | 303 |
|
|
2021
Q4 | $8.22M | Sell |
47,252
-9,115
| -16% | -$1.58M | 4.28% | 6 |
|
|
2021
Q3 | $8.42M | Buy |
+56,367
| New | +$8.42M | 4.52% | 3 |
|