OBWG
Onyx Bridge Wealth Group’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 | $3.46M | Sell |
13,681
-43,045
| -76% | -$10.9M | 0.46% | 51 |
|
|
2025
Q1 | $11.7M | Sell |
56,726
-17,026
| -23% | -$3.52M | 1.68% | 14 |
|
|
2024
Q4 | $17.1M | Buy |
73,752
+57,831
| +363% | +$13.4M | 2.47% | 6 |
|
|
2024
Q3 | $3.59M | Sell |
15,921
-51,989
| -77% | -$11.7M | 0.54% | 41 |
|
|
2024
Q2 | $15.4M | Buy |
67,910
+4,606
| +7% | +$1.04M | 2.52% | 8 |
|
|
2024
Q1 | $12.7M | Buy |
63,304
+7,325
| +13% | +$1.46M | 2.26% | 9 |
|
|
2023
Q4 | $10.8M | Buy |
55,979
+43,294
| +341% | +$8.33M | 2.17% | 13 |
|
|
2023
Q3 | $2.08M | Buy |
12,685
+326
| +3% | +$53.4K | 0.49% | 39 |
|
|
2023
Q2 | $2.15M | Buy |
+12,359
| New | +$2.15M | 0.51% | 41 |
|
|
2022
Q2 | – | Sell |
-43,856
| Closed | -$6.22M | – | 191 |
|
|
2022
Q1 | $6.22M | Buy |
43,856
+39,878
| +1,002% | +$5.66M | 2.36% | 14 |
|
|
2021
Q4 | $698K | Buy |
3,978
+1,203
| +43% | +$211K | 0.24% | 52 |
|
|
2021
Q3 | $436K | Buy |
+2,775
| New | +$436K | 0.16% | 76 |
|