PRWA
Platte River 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.09M | Buy |
4,828
+30
| +0.6% | +$6.77K | 0.29% | 47 |
|
|
2024
Q2 | $1.09M | Buy |
4,798
+196
| +4% | +$44.3K | 0.3% | 48 |
|
|
2024
Q1 | $958K | Sell |
4,602
-25
| -0.5% | -$5.21K | 0.27% | 50 |
|
|
2023
Q4 | $891K | Sell |
4,627
-305
| -6% | -$58.7K | 0.29% | 56 |
|
|
2023
Q3 | $809K | Buy |
4,932
+337
| +7% | +$55.2K | 0.3% | 55 |
|
|
2023
Q2 | $799K | Sell |
4,595
-20
| -0.4% | -$3.48K | 0.28% | 56 |
|
|
2023
Q1 | $697K | Hold |
4,615
| – | – | 0.27% | 54 |
|
|
2022
Q4 | $574K | Buy |
+4,615
| New | +$574K | 0.24% | 55 |
|