Lowe Wealth Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $10.1K | Sell |
72
-20
| -22% | -$2.65K | ﹤0.01% | 255 |
|
|
2025
Q2 | $11.6K | Hold |
92
| – | – | ﹤0.01% | 241 |
|
|
2025
Q1 | $9.5K | Hold |
92
| – | – | ﹤0.01% | 252 |
|
|
2024
Q4 | $10.7K | Hold |
92
| – | – | ﹤0.01% | 229 |
|
|
2024
Q3 | $10.4K | Sell |
92
-140
| -60% | -$15.4K | ﹤0.01% | 219 |
|
|
2024
Q2 | $26.2K | Hold |
232
| – | – | 0.01% | 156 |
|
|
2024
Q1 | $24.2K | Sell |
232
-220
| -49% | -$22.2K | 0.01% | 153 |
|
|
2023
Q4 | $43.5K | Buy |
452
+360
| +391% | +$32K | 0.02% | 122 |
|
|
2023
Q3 | $7.54K | Hold |
92
| – | – | ﹤0.01% | 214 |
|
|
2023
Q2 | $8K | Hold |
92
| – | – | ﹤0.01% | 233 |
|
|
2023
Q1 | $6.95K | Hold |
92
| – | – | ﹤0.01% | 238 |
|
|
2022
Q4 | $5.72K | Hold |
92
| – | – | ﹤0.01% | 250 |
|
|
2022
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 251 |
|
|
2022
Q2 | $6K | Hold |
92
| – | – | ﹤0.01% | 227 |
|
|
2022
Q1 | $7K | Sell |
92
-100
| -52% | -$7.85K | ﹤0.01% | 229 |
|
|
2021
Q4 | $17K | Hold |
192
| – | – | 0.01% | 161 |
|
|
2021
Q3 | $14K | Buy |
192
+100
| +109% | +$7.71K | 0.01% | 165 |
|
|
2021
Q2 | $7K | Hold |
92
| – | – | ﹤0.01% | 201 |
|
|
2021
Q1 | $6K | Hold |
92
| – | – | ﹤0.01% | 201 |
|
|
2020
Q4 | $6K | Hold |
92
| – | – | ﹤0.01% | 200 |
|
|
2020
Q3 | $5K | Hold |
92
| – | – | ﹤0.01% | 198 |
|
|
2020
Q2 | $5K | Hold |
92
| – | – | ﹤0.01% | 193 |
|
|
2020
Q1 | $4K | Sell |
92
-60
| -39% | -$2.74K | ﹤0.01% | 203 |
|
|
2019
Q4 | $7K | Hold |
152
| – | – | ﹤0.01% | 191 |
|
|
2019
Q3 | $6K | Hold |
152
| – | – | ﹤0.01% | 189 |
|
|
2019
Q2 | $6K | Sell |
152
-140
| -48% | -$5.34K | ﹤0.01% | 200 |
|
|
2019
Q1 | $10K | Hold |
292
| – | – | 0.01% | 147 |
|
|
2018
Q4 | $9K | Buy |
292
+140
| +92% | +$4.74K | 0.01% | 146 |
|
|
2018
Q3 | $6K | Hold |
152
| – | – | ﹤0.01% | 178 |
|
|
2018
Q2 | $5K | Hold |
152
| – | – | ﹤0.01% | 172 |
|
|
2018
Q1 | $5K | Hold |
152
| – | – | ﹤0.01% | 182 |
|
|
2017
Q4 | $5K | Hold |
152
| – | – | ﹤0.01% | 193 |
|
|
2017
Q3 | $4K | Hold |
152
| – | – | ﹤0.01% | 197 |
|
|
2017
Q2 | $4K | Hold |
152
| – | – | ﹤0.01% | 171 |
|
|
2017
Q1 | $4K | Hold |
152
| – | – | ﹤0.01% | 168 |
|
|
2016
Q4 | $4K | Hold |
152
| – | – | ﹤0.01% | 173 |
|
|
2016
Q3 | $4K | Hold |
152
| – | – | ﹤0.01% | 173 |
|
|
2016
Q2 | $3K | Hold |
152
| – | – | ﹤0.01% | 192 |
|
|
2016
Q1 | $3K | Hold |
152
| – | – | ﹤0.01% | 181 |
|
|
2015
Q4 | $3K | Hold |
152
| – | – | ﹤0.01% | 189 |
|
|
2015
Q3 | $3K | Hold |
152
| – | – | ﹤0.01% | 186 |
|
|
2015
Q2 | $3K | Hold |
152
| – | – | ﹤0.01% | 187 |
|
|
2015
Q1 | $3K | Hold |
152
| – | – | ﹤0.01% | 186 |
|
|
2014
Q4 | $3K | Buy |
+152
| New | +$3.08K | ﹤0.01% | 171 |
|