Mission 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 | $5.31M | Buy |
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|
2025
Q1 | $4.17M | Buy |
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|
2024
Q4 | $3.59M | Buy |
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|
2024
Q3 | $3.45M | Buy |
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|
2024
Q2 | $2.98M | Buy |
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|
2024
Q1 | $2.61M | Buy |
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|
2023
Q4 | $1.83M | Buy |
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|
2023
Q3 | $1.49M | Sell |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.71M | Buy |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $1.13M | Buy |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $1.24M | Buy |
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|
2021
Q1 | $1.04M | Sell |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $912K | Buy |
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|
2020
Q2 | $802K | Buy |
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|
2020
Q1 | $439K | Buy |
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|
2019
Q4 | $400K | Buy |
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|
2019
Q3 | $318K | Buy |
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