Outlook 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 | $520K | Buy |
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|
2025
Q2 | $440K | Sell |
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|
2025
Q1 | $407K | Sell |
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|
2024
Q4 | $599K | Buy |
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|
2024
Q3 | $526K | Buy |
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|
2024
Q2 | $445K | Hold |
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|
2024
Q1 | $410K | Sell |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $398K | Buy |
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|
2023
Q2 | $406K | Hold |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $308K | Hold |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | $454K | Sell |
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|
2021
Q4 | $498K | Buy |
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|
2021
Q3 | $340K | Sell |
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|
2021
Q2 | $337K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.42M | Buy |
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