SOA 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 | $623K | Buy |
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|
2025
Q2 | $559K | Sell |
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|
2025
Q1 | $475K | Sell |
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|
2024
Q4 | $556K | Buy |
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|
2024
Q3 | $537K | Buy |
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|
2024
Q2 | $538K | Buy |
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|
2024
Q1 | $494K | Buy |
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|
2023
Q4 | $456K | Buy |
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|
2023
Q3 | $388K | Sell |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $364K | Buy |
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|
2022
Q4 | $300K | Buy |
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|
2022
Q3 | $285K | Buy |
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|
2022
Q2 | $235K | Buy |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $169K | Hold |
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|
2021
Q3 | $145K | Buy |
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|
2021
Q2 | $143K | Buy |
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|
2021
Q1 | $92K | Hold |
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|
2020
Q4 | $95K | Buy |
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