LAS
LWM Advisory Services’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 | $677K | Sell |
2,674
-72
| -3% | -$18.2K | 0.47% | 38 |
|
|
2025
Q1 | $567K | Sell |
2,746
-2,017
| -42% | -$416K | 0.39% | 46 |
|
|
2024
Q4 | $1.11M | Sell |
4,763
-265
| -5% | -$61.6K | 0.77% | 27 |
|
|
2024
Q3 | $1.14M | Buy |
5,028
+568
| +13% | +$128K | 0.84% | 26 |
|
|
2024
Q2 | $1.01M | Buy |
4,460
+97
| +2% | +$21.9K | 0.85% | 26 |
|
|
2024
Q1 | $909K | Buy |
4,363
+2,284
| +110% | +$476K | 0.73% | 28 |
|
|
2023
Q4 | $400K | Buy |
2,079
+1,143
| +122% | +$220K | 0.35% | 55 |
|
|
2023
Q3 | $153K | Buy |
+936
| New | +$153K | 0.16% | 75 |
|
|
2022
Q2 | – | Sell |
-2,570
| Closed | -$408K | – | 127 |
|
|
2022
Q1 | $408K | Buy |
+2,570
| New | +$408K | 0.51% | 58 |
|