Oakwell Private 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 | $458K | Hold |
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|
2025
Q1 | $373K | Sell |
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|
2024
Q4 | $479K | Hold |
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|
2024
Q3 | $465K | Hold |
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|
2024
Q2 | $466K | Hold |
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|
2024
Q1 | $429K | Hold |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $337K | Buy |
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|
2023
Q2 | $219K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $219K | Buy |
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