RW
RVW Wealth’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Hold |
12,580
| – | – | 0.27% | 45 |
|
|
2025
Q1 | $2.6M | Sell |
12,580
-817
| -6% | -$169K | 0.24% | 46 |
|
|
2024
Q4 | $3.12M | Hold |
13,397
| – | – | 0.29% | 46 |
|
|
2024
Q3 | $3.02M | Hold |
13,397
| – | – | 0.28% | 47 |
|
|
2024
Q2 | $3.03M | Buy |
13,397
+11,926
| +811% | +$2.7M | 0.3% | 46 |
|
|
2024
Q1 | $306K | Hold |
1,471
| – | – | 0.03% | 115 |
|
|
2023
Q4 | $283K | Sell |
1,471
-11
| -0.7% | -$2.12K | 0.03% | 116 |
|
|
2023
Q3 | $243K | Buy |
1,482
+17
| +1% | +$2.79K | 0.03% | 117 |
|
|
2023
Q2 | $255K | Hold |
1,465
| – | – | 0.03% | 124 |
|
|
2023
Q1 | $221K | Sell |
1,465
-190
| -11% | -$28.7K | 0.03% | 150 |
|
|
2022
Q4 | $206K | Buy |
+1,655
| New | +$206K | 0.03% | 145 |
|
|
2022
Q1 | – | Sell |
-1,182
| Closed | -$205K | – | 144 |
|
|
2021
Q4 | $205K | Buy |
+1,182
| New | +$205K | 0.02% | 130 |
|
|
2019
Q4 | – | Sell |
-3,929
| Closed | -$316K | – | 80 |
|
|
2019
Q3 | $316K | Sell |
3,929
-1,400
| -26% | -$113K | 0.08% | 67 |
|
|
2019
Q2 | $416K | Buy |
+5,329
| New | +$416K | 0.1% | 51 |
|