Sax 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
Q3 | $3.63M | Buy |
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|
2025
Q2 | $3.26M | Sell |
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|
2025
Q1 | $2.9M | Buy |
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|
2024
Q4 | $3.18M | Sell |
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|
2024
Q3 | $3.18M | Buy |
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|
2024
Q2 | $2.93M | Buy |
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|
2024
Q1 | $2.65M | Buy |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q3 | $1.95M | Buy |
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|
2023
Q2 | $1.84M | Sell |
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|
2023
Q1 | $1.84M | Buy |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.37M | Sell |
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|
2022
Q2 | $1.64M | Buy |
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|
2022
Q1 | $1.83M | Buy |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $1.73M | Buy |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.53M | Buy |
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|
2020
Q4 | $1.49M | Buy |
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