Primoris 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 | $390K | Hold |
1,541
| – | – | 0.27% | 72 |
|
|
2025
Q1 | $318K | Hold |
1,541
| – | – | 0.25% | 74 |
|
|
2024
Q4 | $358K | Hold |
1,541
| – | – | 0.27% | 66 |
|
|
2024
Q3 | $348K | Hold |
1,541
| – | – | 0.25% | 76 |
|
|
2024
Q2 | $349K | Hold |
1,541
| – | – | 0.28% | 75 |
|
|
2024
Q1 | $321K | Hold |
1,541
| – | – | 0.26% | 73 |
|
|
2023
Q4 | $297K | Hold |
1,541
| – | – | 0.28% | 71 |
|
|
2023
Q3 | $253K | Hold |
1,541
| – | – | 0.31% | 60 |
|
|
2023
Q2 | $268K | Hold |
1,541
| – | – | 0.29% | 60 |
|
|
2023
Q1 | $233K | Buy |
+1,541
| New | +$233K | 0.29% | 57 |
|
|
2022
Q3 | – | Sell |
-1,681
| Closed | -$215K | – | 80 |
|
|
2022
Q2 | $215K | Buy |
1,681
+181
| +12% | +$23.2K | 0.31% | 66 |
|
|
2022
Q1 | $238K | Sell |
1,500
-100
| -6% | -$15.9K | 0.22% | 68 |
|
|
2021
Q4 | $278K | Buy |
+1,600
| New | +$278K | 0.22% | 70 |
|