Martel Wealth Advisors’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 | $276K | Hold |
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|
2025
Q2 | $248K | Sell |
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|
2025
Q1 | $299K | Sell |
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|
2024
Q4 | $353K | Hold |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $536K | Hold |
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|
2024
Q1 | $493K | Hold |
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|
2023
Q4 | $456K | Hold |
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|
2023
Q3 | $388K | Hold |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $358K | Buy |
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