Marcum Wealth’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
Q1 | $2.58M | Buy |
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|
2024
Q4 | $2.84M | Buy |
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|
2024
Q3 | $2.13M | Sell |
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|
2024
Q2 | $2.27M | Sell |
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|
2024
Q1 | $2.18M | Sell |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $1.86M | Sell |
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|
2023
Q2 | $2.01M | Sell |
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|
2023
Q1 | $2.26M | Sell |
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|
2022
Q4 | $2.12M | Sell |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $2.34M | Buy |
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|
2022
Q1 | $2.7M | Sell |
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|
2021
Q4 | $3.12M | Buy |
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|
2021
Q3 | $2.41M | Buy |
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|
2021
Q2 | $2.04M | Buy |
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|
2021
Q1 | $1.47M | Buy |
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