LWA
Lowe Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.6K | Hold |
46
| – | – | ﹤0.01% | 241 |
|
2025
Q1 | $9.5K | Hold |
46
| – | – | ﹤0.01% | 252 |
|
2024
Q4 | $10.7K | Hold |
46
| – | – | ﹤0.01% | 229 |
|
2024
Q3 | $10.4K | Sell |
46
-70
| -60% | -$15.8K | ﹤0.01% | 219 |
|
2024
Q2 | $26.2K | Hold |
116
| – | – | 0.01% | 156 |
|
2024
Q1 | $24.2K | Sell |
116
-110
| -49% | -$22.9K | 0.01% | 153 |
|
2023
Q4 | $43.5K | Buy |
226
+180
| +391% | +$34.6K | 0.02% | 122 |
|
2023
Q3 | $7.54K | Hold |
46
| – | – | ﹤0.01% | 214 |
|
2023
Q2 | $8K | Hold |
46
| – | – | ﹤0.01% | 233 |
|
2023
Q1 | $6.95K | Hold |
46
| – | – | ﹤0.01% | 238 |
|
2022
Q4 | $5.72K | Hold |
46
| – | – | ﹤0.01% | 250 |
|
2022
Q3 | $5K | Hold |
46
| – | – | ﹤0.01% | 251 |
|
2022
Q2 | $6K | Hold |
46
| – | – | ﹤0.01% | 227 |
|
2022
Q1 | $7K | Sell |
46
-50
| -52% | -$7.61K | ﹤0.01% | 229 |
|
2021
Q4 | $17K | Hold |
96
| – | – | 0.01% | 161 |
|
2021
Q3 | $14K | Buy |
96
+50
| +109% | +$7.29K | 0.01% | 165 |
|
2021
Q2 | $7K | Hold |
46
| – | – | ﹤0.01% | 201 |
|
2021
Q1 | $6K | Hold |
46
| – | – | ﹤0.01% | 201 |
|
2020
Q4 | $6K | Hold |
46
| – | – | ﹤0.01% | 200 |
|
2020
Q3 | $5K | Hold |
46
| – | – | ﹤0.01% | 198 |
|
2020
Q2 | $5K | Hold |
46
| – | – | ﹤0.01% | 193 |
|
2020
Q1 | $4K | Sell |
46
-30
| -39% | -$2.61K | ﹤0.01% | 203 |
|
2019
Q4 | $7K | Hold |
76
| – | – | ﹤0.01% | 191 |
|
2019
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 189 |
|
2019
Q2 | $6K | Sell |
76
-70
| -48% | -$5.53K | ﹤0.01% | 200 |
|
2019
Q1 | $10K | Hold |
146
| – | – | 0.01% | 147 |
|
2018
Q4 | $9K | Buy |
146
+70
| +92% | +$4.32K | 0.01% | 146 |
|
2018
Q3 | $6K | Hold |
76
| – | – | ﹤0.01% | 178 |
|
2018
Q2 | $5K | Hold |
76
| – | – | ﹤0.01% | 172 |
|
2018
Q1 | $5K | Hold |
76
| – | – | ﹤0.01% | 182 |
|
2017
Q4 | $5K | Hold |
76
| – | – | ﹤0.01% | 193 |
|
2017
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 197 |
|
2017
Q2 | $4K | Hold |
76
| – | – | ﹤0.01% | 171 |
|
2017
Q1 | $4K | Hold |
76
| – | – | ﹤0.01% | 168 |
|
2016
Q4 | $4K | Hold |
76
| – | – | ﹤0.01% | 173 |
|
2016
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 173 |
|
2016
Q2 | $3K | Hold |
76
| – | – | ﹤0.01% | 192 |
|
2016
Q1 | $3K | Hold |
76
| – | – | ﹤0.01% | 181 |
|
2015
Q4 | $3K | Hold |
76
| – | – | ﹤0.01% | 189 |
|
2015
Q3 | $3K | Hold |
76
| – | – | ﹤0.01% | 186 |
|
2015
Q2 | $3K | Hold |
76
| – | – | ﹤0.01% | 187 |
|
2015
Q1 | $3K | Hold |
76
| – | – | ﹤0.01% | 186 |
|
2014
Q4 | $3K | Buy |
+76
| New | +$3K | ﹤0.01% | 171 |
|