River Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Sell |
4,982
-200
| -4% | -$50.6K | 0.16% | 102 |
|
|
2025
Q1 | $1.07M | Sell |
5,182
-77
| -1% | -$15.9K | 0.15% | 103 |
|
|
2024
Q4 | $1.22M | Sell |
5,259
-409
| -7% | -$95.1K | 0.16% | 99 |
|
|
2024
Q3 | $1.28M | Sell |
5,668
-20
| -0.4% | -$4.52K | 0.17% | 104 |
|
|
2024
Q2 | $1.29M | Sell |
5,688
-2
| -0% | -$452 | 0.18% | 97 |
|
|
2024
Q1 | $1.19M | Buy |
5,690
+539
| +10% | +$112K | 0.17% | 104 |
|
|
2023
Q4 | $991K | Sell |
5,151
-100
| -2% | -$19.2K | 0.16% | 110 |
|
|
2023
Q3 | $861K | Sell |
5,251
-272
| -5% | -$44.6K | 0.15% | 115 |
|
|
2023
Q2 | $960K | Sell |
5,523
-461
| -8% | -$80.1K | 0.16% | 120 |
|
|
2023
Q1 | $904K | Sell |
5,984
-401
| -6% | -$60.6K | 0.16% | 116 |
|
|
2022
Q4 | $795K | Sell |
6,385
-267
| -4% | -$33.2K | 0.15% | 119 |
|
|
2022
Q3 | $790K | Buy |
6,652
+7
| +0.1% | +$831 | 0.17% | 115 |
|
|
2022
Q2 | $845K | Buy |
6,645
+304
| +5% | +$38.7K | 0.16% | 122 |
|
|
2022
Q1 | $1.01M | Buy |
6,341
+165
| +3% | +$26.2K | 0.16% | 119 |
|
|
2021
Q4 | $1.07M | Buy |
6,176
+247
| +4% | +$43K | 0.17% | 116 |
|
|
2021
Q3 | $885K | Sell |
5,929
-53
| -0.9% | -$7.91K | 0.15% | 117 |
|
|
2021
Q2 | $883K | Sell |
5,982
-32
| -0.5% | -$4.72K | 0.15% | 119 |
|
|
2021
Q1 | $799K | Sell |
6,014
-1
| -0% | -$133 | 0.15% | 121 |
|
|
2020
Q4 | $782K | Sell |
6,015
-171
| -3% | -$22.2K | 0.17% | 115 |
|
|
2020
Q3 | $722K | Sell |
6,186
-204
| -3% | -$23.8K | 0.19% | 110 |
|
|
2020
Q2 | $668K | Hold |
6,390
| – | – | 0.2% | 106 |
|
|
2020
Q1 | $514K | Hold |
6,390
| – | – | 0.21% | 105 |
|
|
2019
Q4 | $586K | Sell |
6,390
-92
| -1% | -$8.44K | 0.2% | 102 |
|
|
2019
Q3 | $522K | Buy |
6,482
+45
| +0.7% | +$3.62K | 0.2% | 107 |
|
|
2019
Q2 | $502K | Buy |
6,437
+3,110
| +93% | +$243K | 0.2% | 109 |
|
|
2019
Q1 | $246K | Hold |
3,327
| – | – | 0.1% | 143 |
|
|
2018
Q4 | $206K | Buy |
3,327
+142
| +4% | +$8.79K | 0.09% | 148 |
|
|
2018
Q3 | $240K | Sell |
3,185
-249
| -7% | -$18.8K | 0.09% | 153 |
|
|
2018
Q2 | $239K | Buy |
3,434
+142
| +4% | +$9.88K | 0.09% | 152 |
|
|
2018
Q1 | $215K | Buy |
+3,292
| New | +$215K | 0.09% | 158 |
|