S4W
Solutions 4 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 | $3.15M | Buy |
12,423
+513
| +4% | +$130K | 5.24% | 4 |
|
|
2025
Q1 | $2.46M | Sell |
11,910
-173
| -1% | -$35.7K | 4.34% | 5 |
|
|
2024
Q4 | $2.81M | Buy |
12,083
+161
| +1% | +$37.4K | 5.09% | 5 |
|
|
2024
Q3 | $2.69M | Sell |
11,922
-134
| -1% | -$30.3K | 5.26% | 3 |
|
|
2024
Q2 | $2.73M | Sell |
12,056
-829
| -6% | -$188K | 6.18% | 3 |
|
|
2024
Q1 | $2.68M | Sell |
12,885
-78
| -0.6% | -$16.2K | 7.54% | 2 |
|
|
2023
Q4 | $2.5M | Buy |
+12,963
| New | +$2.5M | 8.15% | 3 |
|