Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $620K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $274K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $102K | Buy |
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|
2018
Q2 | $42K | Sell |
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|
2018
Q1 | $89K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $9.49M | Sell |
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|
2016
Q4 | $8.83M | Sell |
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|
2016
Q3 | $8.89M | Sell |
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|
2016
Q2 | $8.43M | Sell |
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|
2016
Q1 | $8.86M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $13.8M | Buy |
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|
2014
Q3 | $13.3M | Sell |
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|
2014
Q2 | $12.9M | Sell |
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|
2014
Q1 | $12.3M | Buy |
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|
2013
Q4 | $11.9M | Buy |
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