River 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
Q2 | $1.26M | Sell |
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|
2025
Q1 | $1.07M | Sell |
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|
2024
Q4 | $1.22M | Sell |
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|
2024
Q3 | $1.28M | Sell |
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|
2024
Q2 | $1.29M | Sell |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $991K | Sell |
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|
2023
Q3 | $861K | Sell |
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|
2023
Q2 | $960K | Sell |
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|
2023
Q1 | $904K | Sell |
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|
2022
Q4 | $795K | Sell |
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|
2022
Q3 | $790K | Buy |
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|
2022
Q2 | $845K | Buy |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $885K | Sell |
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|
2021
Q2 | $883K | Sell |
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|
2021
Q1 | $799K | Sell |
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|
2020
Q4 | $782K | Sell |
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|
2020
Q3 | $722K | Sell |
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|
2020
Q2 | $668K | Hold |
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|
2020
Q1 | $514K | Hold |
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|
2019
Q4 | $586K | Sell |
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|
2019
Q3 | $522K | Buy |
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|
2019
Q2 | $502K | Buy |
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|
2019
Q1 | $246K | Hold |
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|
2018
Q4 | $206K | Buy |
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|
2018
Q3 | $240K | Sell |
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|
2018
Q2 | $239K | Buy |
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|
2018
Q1 | $215K | Buy |
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