JNBA Financial Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $143K | Hold |
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|
2025
Q2 | $129K | Buy |
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|
2025
Q1 | $85.9K | Buy |
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|
2024
Q4 | $96K | Hold |
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|
2024
Q3 | $93.2K | Hold |
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|
2024
Q2 | $93.4K | Hold |
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|
2024
Q1 | $86K | Hold |
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|
2023
Q4 | $79.5K | Sell |
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|
2023
Q3 | $71.1K | Sell |
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|
2023
Q2 | $80.8K | Buy |
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|
2023
Q1 | $40.2K | Hold |
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|
2022
Q4 | $33.1K | Hold |
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|
2022
Q3 | $32K | Buy |
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|
2022
Q2 | $13K | Sell |
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|
2022
Q1 | $48K | Sell |
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|
2021
Q4 | $83K | Sell |
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|
2021
Q3 | $73K | Hold |
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|
2021
Q2 | $72K | Buy |
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|
2021
Q1 | $13K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $15K | Sell |
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|
2016
Q3 | $478K | Buy |
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|
2016
Q2 | $13K | Hold |
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|
2016
Q1 | $13K | Hold |
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|
2015
Q4 | $13K | Hold |
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|
2015
Q3 | $12K | Sell |
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|
2015
Q2 | $30K | Hold |
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|
2015
Q1 | $30K | Hold |
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|
2014
Q4 | $30K | Buy |
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