Lodestone 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 | $750K | Buy |
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|
2025
Q2 | $639K | Buy |
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|
2025
Q1 | $514K | Buy |
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|
2024
Q4 | $578K | Buy |
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|
2024
Q3 | $561K | Sell |
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|
2024
Q2 | $568K | Sell |
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|
2024
Q1 | $524K | Sell |
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|
2023
Q4 | $495K | Sell |
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|
2023
Q3 | $428K | Sell |
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|
2023
Q2 | $518K | Sell |
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|
2023
Q1 | $551K | Sell |
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|
2022
Q4 | $516K | Buy |
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