MAWCM
Mine & Arao Wealth Creation & Management’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 | $584K | Hold |
2,304
| – | – | 0.26% | 40 |
|
|
2025
Q1 | $476K | Hold |
2,304
| – | – | 0.23% | 47 |
|
|
2024
Q4 | $536K | Hold |
2,304
| – | – | 0.25% | 45 |
|
|
2024
Q3 | $520K | Hold |
2,304
| – | – | 0.24% | 46 |
|
|
2024
Q2 | $521K | Hold |
2,304
| – | – | 0.25% | 42 |
|
|
2024
Q1 | $480K | Buy |
2,304
+1
| +0% | +$208 | 0.24% | 46 |
|
|
2023
Q4 | $443K | Hold |
2,303
| – | – | 0.24% | 45 |
|
|
2023
Q3 | $377K | Sell |
2,303
-200
| -8% | -$32.8K | 0.23% | 48 |
|
|
2023
Q2 | $435K | Buy |
2,503
+199
| +9% | +$34.6K | 0.25% | 45 |
|
|
2023
Q1 | $348K | Hold |
2,304
| – | – | 0.22% | 53 |
|
|
2022
Q4 | $287K | Hold |
2,304
| – | – | 0.21% | 54 |
|
|
2022
Q3 | $274K | Hold |
2,304
| – | – | 0.2% | 54 |
|
|
2022
Q2 | $293K | Buy |
2,304
+4
| +0.2% | +$509 | 0.21% | 53 |
|
|
2022
Q1 | $366K | Hold |
2,300
| – | – | 0.21% | 52 |
|
|
2021
Q4 | $400K | Hold |
2,300
| – | – | 0.22% | 52 |
|
|
2021
Q3 | $343K | Hold |
2,300
| – | – | 0.21% | 53 |
|
|
2021
Q2 | $340K | Hold |
2,300
| – | – | 0.21% | 54 |
|
|
2021
Q1 | $305K | Buy |
2,300
+242
| +12% | +$32.1K | 0.2% | 54 |
|
|
2020
Q4 | $268K | Hold |
2,058
| – | – | 0.19% | 55 |
|
|
2020
Q3 | $240K | Buy |
2,058
+549
| +36% | +$64K | 0.2% | 56 |
|
|
2020
Q2 | $158K | Hold |
1,509
| – | – | 0.15% | 60 |
|
|
2020
Q1 | $121K | Sell |
1,509
-156
| -9% | -$12.5K | 0.14% | 61 |
|
|
2019
Q4 | $153K | Buy |
+1,665
| New | +$153K | 0.14% | 62 |
|