MSWM
Mowery & Schoenfeld Wealth 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 | $101K | Hold |
400
| – | – | 0.15% | 77 |
|
|
2025
Q1 | $82.6K | Hold |
400
| – | – | 0.16% | 97 |
|
|
2024
Q4 | $93K | Hold |
400
| – | – | 0.18% | 76 |
|
|
2024
Q3 | $90.3K | Hold |
400
| – | – | 0.14% | 67 |
|
|
2024
Q2 | $90.5K | Hold |
400
| – | – | 0.13% | 64 |
|
|
2024
Q1 | $83.3K | Hold |
400
| – | – | 0.16% | 59 |
|
|
2023
Q4 | $77K | Buy |
+400
| New | +$77K | 0.16% | 62 |
|