Octavia Wealth Advisors’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 | $424K | Buy |
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|
2025
Q2 | $329K | Buy |
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|
2025
Q1 | $249K | Sell |
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|
2024
Q4 | $350K | Sell |
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|
2024
Q3 | $341K | Buy |
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|
2024
Q2 | $308K | Buy |
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|
2024
Q1 | $269K | Buy |
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|
2023
Q4 | $221K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $330K | Hold |
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|
2021
Q4 | $361K | Buy |
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|
2021
Q3 | $257K | Buy |
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