PWA
PCG Wealth Advisors’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 | $744K | Hold |
2,939
| – | – | 0.38% | 52 |
|
|
2025
Q1 | $607K | Buy |
2,939
+100
| +4% | +$20.6K | 0.21% | 82 |
|
|
2024
Q4 | $660K | Hold |
2,839
| – | – | 0.24% | 79 |
|
|
2024
Q3 | $641K | Buy |
2,839
+29
| +1% | +$6.55K | 0.25% | 74 |
|
|
2024
Q2 | $636K | Sell |
2,810
-1
| -0% | -$226 | 0.28% | 69 |
|
|
2024
Q1 | $585K | Hold |
2,811
| – | – | 0.28% | 64 |
|
|
2023
Q4 | $541K | Hold |
2,811
| – | – | 0.3% | 59 |
|
|
2023
Q3 | $461K | Sell |
2,811
-368
| -12% | -$60.3K | 0.3% | 62 |
|
|
2023
Q2 | $553K | Sell |
3,179
-5,010
| -61% | -$871K | 0.34% | 60 |
|
|
2023
Q1 | $1.24M | Buy |
8,189
+1,384
| +20% | +$209K | 0.78% | 34 |
|
|
2022
Q4 | $847K | Sell |
6,805
-14,857
| -69% | -$1.85M | 0.54% | 45 |
|
|
2022
Q3 | $2.6M | Buy |
21,662
+10,450
| +93% | +$1.25M | 0.93% | 25 |
|
|
2022
Q2 | $1.43M | Sell |
11,212
-1,434
| -11% | -$182K | 1.02% | 20 |
|
|
2022
Q1 | $2.01M | Sell |
12,646
-5,505
| -30% | -$875K | 1.28% | 21 |
|
|
2021
Q4 | $3.15M | Buy |
+18,151
| New | +$3.15M | 2.19% | 13 |
|