Regent Peak Wealth Advisors’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
Q3 | $1.02M | Buy |
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|
2025
Q1 | $745K | Buy |
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|
2024
Q4 | $838K | Buy |
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|
2024
Q3 | $813K | Buy |
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|
2024
Q2 | $814K | Sell |
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|
2024
Q1 | $776K | Buy |
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|
2023
Q4 | $691K | Buy |
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|
2023
Q3 | $587K | Buy |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | $539K | Buy |
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|
2022
Q4 | $444K | Sell |
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|
2022
Q3 | $452K | Buy |
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|
2022
Q2 | $451K | Sell |
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|
2022
Q1 | $601K | Buy |
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|
2021
Q4 | $548K | Buy |
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|
2021
Q3 | $470K | Buy |
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|
2021
Q2 | $482K | Buy |
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|
2021
Q1 | $416K | Buy |
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|
2020
Q4 | $360K | Buy |
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|
2020
Q3 | $323K | Buy |
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