LPWM LLC’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 | $1.6M | Sell |
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|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.19M | Hold |
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|
2024
Q4 | $1.34M | Buy |
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|
2024
Q3 | $1.29M | Sell |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $972K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $915K | Sell |
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|
2022
Q4 | $801K | Sell |
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|
2022
Q3 | $933K | Sell |
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|
2022
Q2 | $1.05M | Hold |
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|
2022
Q1 | $1.22M | Sell |
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|
2021
Q4 | $1.38M | Sell |
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|
2021
Q3 | $1.21M | Buy |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.13M | Buy |
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|
2020
Q4 | $1.08M | Sell |
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|
2020
Q3 | $1.13M | Buy |
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|
2020
Q2 | $936K | Buy |
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|
2020
Q1 | $711K | Buy |
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|
2019
Q4 | $644K | Buy |
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