Roberts 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 | $3.39M | Sell |
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|
2025
Q1 | $2.78M | Sell |
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|
2024
Q4 | $3.16M | Sell |
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|
2024
Q3 | $3.67M | Sell |
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|
2024
Q2 | $3.92M | Sell |
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|
2024
Q1 | $3.42M | Sell |
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|
2023
Q4 | $10M | Sell |
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|
2023
Q3 | $3.04M | Sell |
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|
2023
Q2 | $3.29M | Sell |
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|
2023
Q1 | $2.9M | Buy |
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|
2022
Q4 | $2.37M | Buy |
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|
2022
Q3 | $2.2M | Buy |
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|
2022
Q2 | $2.27M | Buy |
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|
2022
Q1 | $2.62M | Buy |
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|
2021
Q4 | $2.88M | Buy |
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|
2021
Q3 | $2.4M | Buy |
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