JGP Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $532K | Sell |
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|
2025
Q2 | $508K | Hold |
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|
2025
Q1 | $414K | Buy |
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|
2024
Q4 | $426K | Hold |
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|
2024
Q3 | $413K | Hold |
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|
2024
Q2 | $414K | Hold |
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|
2024
Q1 | $381K | Sell |
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|
2023
Q4 | $364K | Buy |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $317K | Hold |
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|
2023
Q1 | $275K | Hold |
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|
2022
Q4 | $227K | Hold |
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|
2022
Q3 | $220K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $307K | Hold |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $246K | Sell |
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|
2021
Q1 | $222K | Buy |
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