MBL 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
Q3 | $771K | Sell |
|
|||||
|
2025
Q2 | $832K | Buy |
|
|||||
|
2025
Q1 | $595K | Hold |
|
|||||
|
2024
Q4 | $671K | Sell |
|
|||||
|
2024
Q3 | $668K | Hold |
|
|||||
|
2024
Q2 | $669K | Hold |
|
|||||
|
2024
Q1 | $616K | Sell |
|
|||||
|
2023
Q4 | $594K | Sell |
|
|||||
|
2023
Q3 | $527K | Sell |
|
|||||
|
2023
Q2 | $561K | Sell |
|
|||||
|
2023
Q1 | $504K | Sell |
|
|||||
|
2022
Q4 | $426K | Sell |
|
|||||
|
2022
Q3 | $464K | Sell |
|
|||||
|
2022
Q2 | $576K | Sell |
|
|||||
|
2022
Q1 | $956K | Buy |
|
|||||
|
2021
Q1 | $991K | Buy |
|
|||||
|
2020
Q4 | $859K | Buy |
|