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