MWPCG
Measured Wealth Private Client Group’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 | $14.8M | Sell |
58,628
-1,471
| -2% | -$373K | 4.44% | 8 |
|
|
2025
Q1 | $12.4M | Sell |
60,099
-920
| -2% | -$190K | 3.98% | 8 |
|
|
2024
Q4 | $14.2M | Buy |
61,019
+3,478
| +6% | +$809K | 4.58% | 6 |
|
|
2024
Q3 | $13M | Buy |
57,541
+10,266
| +22% | +$2.32M | 4.34% | 8 |
|
|
2024
Q2 | $10.7M | Buy |
47,275
+5,740
| +14% | +$1.3M | 3.76% | 7 |
|
|
2024
Q1 | $8.65M | Buy |
41,535
+5,578
| +16% | +$1.16M | 3.02% | 8 |
|
|
2023
Q4 | $6.92M | Sell |
35,957
-978
| -3% | -$188K | 2.55% | 8 |
|
|
2023
Q3 | $6.05M | Buy |
36,935
+1,348
| +4% | +$221K | 2.43% | 8 |
|
|
2023
Q2 | $6.19M | Buy |
35,587
+1,986
| +6% | +$345K | 2.35% | 9 |
|
|
2023
Q1 | $5.07M | Sell |
33,601
-860
| -2% | -$130K | 1.95% | 9 |
|
|
2022
Q4 | $4.29M | Sell |
34,461
-10,594
| -24% | -$1.32M | 1.77% | 10 |
|
|
2022
Q3 | $5.35M | Sell |
45,055
-1,575
| -3% | -$187K | 2.36% | 9 |
|
|
2022
Q2 | $5.93M | Buy |
46,630
+2,659
| +6% | +$338K | 2.62% | 6 |
|
|
2022
Q1 | $6.99M | Buy |
43,971
+8,726
| +25% | +$1.39M | 2.57% | 6 |
|
|
2021
Q4 | $6.13M | Buy |
35,245
+5,821
| +20% | +$1.01M | 2.17% | 9 |
|
|
2021
Q3 | $4.39M | Buy |
+29,424
| New | +$4.39M | 1.69% | 10 |
|
|
2017
Q3 | $452K | Buy |
+7,650
| New | +$452K | 0.62% | 29 |
|