Private Wealth Advisors (California)’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 | $7.86M | Sell |
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|
2025
Q1 | $6.53M | Sell |
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|
2024
Q4 | $8.72M | Sell |
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|
2024
Q3 | $8.4M | Sell |
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|
2024
Q2 | $8.76M | Buy |
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|
2024
Q1 | $8M | Sell |
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|
2023
Q4 | $7.77M | Sell |
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|
2023
Q3 | $6.92M | Sell |
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|
2023
Q2 | $7.66M | Sell |
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|
2023
Q1 | $8.11M | Sell |
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|
2022
Q4 | $6.89M | Buy |
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|
2022
Q3 | $6.3M | Sell |
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|
2022
Q2 | $7.83M | Buy |
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|
2022
Q1 | $6.94M | Buy |
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|
2021
Q4 | $7.31M | Sell |
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|
2021
Q3 | $7.15M | Sell |
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|
2021
Q2 | $6.46M | Sell |
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|
2021
Q1 | $5.9M | Sell |
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|
2020
Q4 | $6.22M | Buy |
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|
2020
Q3 | $5.52M | Buy |
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|
2020
Q2 | $4.76M | Sell |
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|
2020
Q1 | $3.91M | Sell |
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|
2019
Q4 | $5.13M | Sell |
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|
2019
Q3 | $5.29M | Sell |
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|
2019
Q2 | $4.95M | Hold |
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|
2019
Q1 | $4.95M | Buy |
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|
2018
Q4 | $3.97M | Buy |
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