Peterson Wealth Management’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 | $318K | Sell |
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|
2025
Q1 | $5.88M | Buy |
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|
2024
Q4 | $6.52M | Buy |
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|
2024
Q3 | $6M | Buy |
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|
2024
Q2 | $5.56M | Buy |
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|
2024
Q1 | $4.63M | Buy |
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|
2023
Q4 | $4.15M | Sell |
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|
2023
Q3 | $3.92M | Buy |
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|
2023
Q2 | $3.45M | Buy |
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|
2023
Q1 | $2.86M | Sell |
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|
2022
Q4 | $2.38M | Sell |
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|
2022
Q3 | $2.31M | Buy |
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|
2022
Q2 | $528K | Sell |
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|
2022
Q1 | $3.28M | Sell |
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|
2021
Q4 | $6M | Buy |
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|
2021
Q3 | $4.96M | Buy |
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|
2021
Q2 | $4.76M | Sell |
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|
2021
Q1 | $6.37M | Sell |
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|
2020
Q4 | $7.66M | Buy |
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|
2020
Q3 | $6.66M | Sell |
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|
2020
Q2 | $6.44M | Buy |
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|
2020
Q1 | $4.58M | Sell |
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|
2019
Q4 | $7.3M | Buy |
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