PRW Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.39M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $834K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.29M | Buy |
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|
2022
Q2 | $816K | Sell |
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|
2022
Q1 | $1.37M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $66K | Hold |
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|
2018
Q4 | $55K | Buy |
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