Physician Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
2,378
+3
| +0.1% | +$760 | 0.09% | 87 |
|
|
2025
Q1 | $490K | Buy |
2,375
+2
| +0.1% | +$413 | 0.08% | 94 |
|
|
2024
Q4 | $552K | Buy |
2,373
+311
| +15% | +$72.3K | 0.09% | 88 |
|
|
2024
Q3 | $471K | Buy |
2,062
+47
| +2% | +$10.7K | 0.09% | 99 |
|
|
2024
Q2 | $470K | Buy |
2,015
+3
| +0.1% | +$700 | 0.09% | 96 |
|
|
2024
Q1 | $406K | Buy |
2,012
+3
| +0.1% | +$605 | 0.09% | 102 |
|
|
2023
Q4 | $404K | Buy |
2,009
+3
| +0.1% | +$603 | 0.09% | 98 |
|
|
2023
Q3 | $339K | Buy |
2,006
+3
| +0.1% | +$507 | 0.09% | 97 |
|
|
2023
Q2 | $347K | Buy |
2,003
+3
| +0.2% | +$520 | 0.09% | 97 |
|
|
2023
Q1 | $298K | Buy |
2,000
+4
| +0.2% | +$597 | 0.08% | 108 |
|
|
2022
Q4 | $268K | Buy |
1,996
+4
| +0.2% | +$537 | 0.07% | 123 |
|
|
2022
Q3 | $253K | Buy |
1,992
+4
| +0.2% | +$508 | 0.08% | 122 |
|
|
2022
Q2 | $286K | Buy |
1,988
+339
| +21% | +$48.8K | 0.08% | 119 |
|
|
2022
Q1 | $246K | Buy |
1,649
+2
| +0.1% | +$298 | 0.07% | 139 |
|
|
2021
Q4 | $273K | Buy |
1,647
+153
| +10% | +$25.4K | 0.07% | 137 |
|
|
2021
Q3 | $233K | Buy |
1,494
+2
| +0.1% | +$312 | 0.06% | 143 |
|
|
2021
Q2 | $228K | Buy |
1,492
+2
| +0.1% | +$306 | 0.07% | 138 |
|
|
2021
Q1 | $206K | Buy |
1,490
+2
| +0.1% | +$277 | 0.07% | 139 |
|
|
2020
Q4 | $203K | Buy |
+1,488
| New | +$203K | 0.07% | 137 |
|