PCG 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
Q2 | $744K | Hold |
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2025
Q1 | $607K | Buy |
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2024
Q4 | $660K | Hold |
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2024
Q3 | $641K | Buy |
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2024
Q2 | $636K | Sell |
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2024
Q1 | $585K | Hold |
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2023
Q4 | $541K | Hold |
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2023
Q3 | $461K | Sell |
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2023
Q2 | $553K | Sell |
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2023
Q1 | $1.24M | Buy |
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2022
Q4 | $847K | Sell |
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2022
Q3 | $2.6M | Buy |
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2022
Q2 | $1.43M | Sell |
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2022
Q1 | $2.01M | Sell |
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2021
Q4 | $3.15M | Buy |
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