National Wealth Management Group’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 | $257K | Sell |
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|
2025
Q2 | $232K | Sell |
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|
2025
Q1 | $201K | Buy |
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|
2024
Q4 | $221K | Sell |
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|
2024
Q3 | $446K | Sell |
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|
2024
Q2 | $469K | Sell |
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|
2024
Q1 | $500K | Buy |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $418K | Buy |
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|
2023
Q2 | $263K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $624K | Sell |
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|
2022
Q2 | $674K | Sell |
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|
2022
Q1 | $2.62M | Buy |
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|
2021
Q4 | $2.04M | Buy |
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