Liberty Wealth Management’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 | $763K | Buy |
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|
2025
Q2 | $682K | Sell |
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|
2025
Q1 | $577K | Sell |
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|
2024
Q4 | $695K | Sell |
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|
2024
Q3 | $694K | Buy |
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|
2024
Q2 | $627K | Buy |
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|
2024
Q1 | $573K | Sell |
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|
2023
Q4 | $622K | Buy |
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|
2023
Q3 | $529K | Buy |
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|
2023
Q2 | $546K | Buy |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $274K | Buy |
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|
2022
Q1 | $342K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $364K | Buy |
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|
2021
Q2 | $197K | Buy |
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|
2021
Q1 | $97K | Hold |
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|
2020
Q4 | $97K | Buy |
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|
2020
Q3 | $81K | Buy |
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|
2020
Q2 | $71K | Buy |
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|
2020
Q1 | $51K | Buy |
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|
2019
Q4 | $43K | Buy |
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|
2019
Q3 | $37K | Sell |
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|
2019
Q2 | $38K | Buy |
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|
2019
Q1 | $36K | Sell |
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|
2018
Q4 | $31K | Buy |
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