SWA
Strategies Wealth Advisors’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 | $428K | Sell |
1,692
-595
| -26% | -$151K | 0.05% | 116 |
|
|
2025
Q1 | $472K | Sell |
2,287
-12
| -0.5% | -$2.48K | 0.06% | 96 |
|
|
2024
Q4 | $543K | Buy |
2,299
+44
| +2% | +$10.4K | 0.07% | 78 |
|
|
2024
Q3 | $509K | Sell |
2,255
-61
| -3% | -$13.8K | 0.07% | 63 |
|
|
2024
Q2 | $524K | Buy |
2,316
+2
| +0.1% | +$452 | 0.08% | 58 |
|
|
2024
Q1 | $482K | Sell |
2,314
-5
| -0.2% | -$1.04K | 0.07% | 63 |
|
|
2023
Q4 | $446K | Buy |
2,319
+611
| +36% | +$118K | 0.08% | 62 |
|
|
2023
Q3 | $280K | Sell |
1,708
-581
| -25% | -$95.2K | 0.06% | 68 |
|
|
2023
Q2 | $398K | Hold |
2,289
| – | – | 0.08% | 64 |
|
|
2023
Q1 | $346K | Buy |
2,289
+269
| +13% | +$40.6K | 0.08% | 63 |
|
|
2022
Q4 | $251K | Buy |
+2,020
| New | +$251K | 0.06% | 65 |
|
|
2022
Q2 | $292K | Buy |
2,297
+2
| +0.1% | +$254 | 0.08% | 70 |
|
|
2022
Q1 | $365K | Buy |
2,295
+1
| +0% | +$159 | 0.1% | 64 |
|
|
2021
Q4 | $399K | Buy |
+2,294
| New | +$399K | 0.11% | 60 |
|