PWM
Prosperity Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $918K | Sell |
3,625
-4,423
| -55% | -$1.12M | 0.34% | 63 |
|
|
2025
Q1 | $1.66M | Sell |
8,048
-789
| -9% | -$163K | 0.78% | 24 |
|
|
2024
Q4 | $2.05M | Sell |
8,837
-1,631
| -16% | -$379K | 0.85% | 18 |
|
|
2024
Q3 | $2.36M | Buy |
10,468
+1,157
| +12% | +$261K | 0.94% | 15 |
|
|
2024
Q2 | $2.11M | Sell |
9,311
-1,017
| -10% | -$230K | 1.03% | 13 |
|
|
2024
Q1 | $2.15M | Buy |
10,328
+331
| +3% | +$68.9K | 1.02% | 15 |
|
|
2023
Q4 | $1.92M | Sell |
9,997
-540
| -5% | -$104K | 1.25% | 15 |
|
|
2023
Q3 | $1.73M | Buy |
10,537
+8,727
| +482% | +$1.43M | 1.11% | 15 |
|
|
2023
Q2 | $315K | Buy |
1,810
+264
| +17% | +$45.9K | 0.2% | 82 |
|
|
2023
Q1 | $233K | Sell |
1,546
-100
| -6% | -$15.1K | 0.18% | 91 |
|
|
2022
Q4 | $205K | Buy |
+1,646
| New | +$205K | 0.19% | 102 |
|