KWB Wealth’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 | $202K | Sell |
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|
2025
Q2 | $351K | Sell |
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|
2025
Q1 | $599K | Sell |
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|
2024
Q4 | $698K | Sell |
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|
2024
Q3 | $984K | Sell |
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|
2024
Q2 | $926K | Hold |
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|
2024
Q1 | $926K | Sell |
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|
2023
Q4 | $4.33M | Buy |
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|
2023
Q3 | $3.79M | Sell |
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|
2023
Q2 | $3.95M | Buy |
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|
2023
Q1 | $1.76M | Buy |
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $540K | Buy |
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|
2022
Q2 | $478K | Buy |
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