Mattern Wealth Management’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
Q2 | $2.45M | Sell |
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|
2025
Q1 | $2.03M | Sell |
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|
2024
Q4 | $2.32M | Sell |
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|
2024
Q3 | $2.4M | Sell |
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|
2024
Q2 | $2.44M | Sell |
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|
2024
Q1 | $2.27M | Sell |
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|
2023
Q4 | $2.14M | Buy |
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|
2023
Q3 | $1.74M | Sell |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $1.74M | Sell |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $1.68M | Sell |
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|
2022
Q1 | $2.2M | Sell |
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|
2021
Q4 | $11.9M | Buy |
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|
2021
Q3 | $7.99M | Buy |
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|
2021
Q2 | $2.43M | Sell |
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|
2021
Q1 | $2.36M | Sell |
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|
2020
Q4 | $6.34M | Buy |
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|
2020
Q3 | $3.32M | Buy |
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|
2020
Q2 | $2.21M | Buy |
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|
2020
Q1 | $1.52M | Buy |
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|
2019
Q4 | $1.73M | Buy |
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