Regent Peak Wealth Advisors’s SPDR S&P Semiconductor ETF XSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.13M | Buy |
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|
2025
Q1 | $708K | Hold |
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|
2024
Q4 | $876K | Buy |
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|
2024
Q3 | $847K | Sell |
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|
2024
Q2 | $885K | Buy |
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|
2024
Q1 | $818K | Sell |
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|
2023
Q4 | $804K | Buy |
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|
2023
Q3 | $694K | Hold |
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|
2023
Q2 | $784K | Hold |
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|
2023
Q1 | $739K | Buy |
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|
2022
Q4 | $592K | Buy |
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|
2022
Q3 | $462K | Hold |
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|
2022
Q2 | $461K | Sell |
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|
2022
Q1 | $757K | Hold |
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|
2021
Q4 | $887K | Buy |
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|
2021
Q3 | $722K | Sell |
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|
2021
Q2 | $749K | Buy |
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|
2021
Q1 | $685K | Buy |
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|
2020
Q4 | $373K | Hold |
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|
2020
Q3 | $275K | Hold |
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|
2020
Q2 | $245K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $448K | Buy |
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