Sugarloaf Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $314K | Buy |
|
|||||
|
2024
Q3 | $305K | Buy |
|
|||||
|
2024
Q2 | $305K | Buy |
|
|||||
|
2024
Q1 | $264K | Buy |
|
|||||
|
2023
Q4 | $243K | Buy |
|
|||||
|
2023
Q3 | $207K | Buy |
|
|||||
|
2023
Q2 | $219K | Buy |
|
|||||
|
2023
Q1 | $46.5K | Hold |
|
|||||
|
2022
Q4 | $38.3K | Hold |
|
|||||
|
2022
Q3 | $37K | Hold |
|
|||||
|
2022
Q2 | $39K | Buy |
|
|||||
|
2022
Q1 | $39K | Sell |
|
|||||
|
2021
Q4 | $56K | Sell |
|
|||||
|
2021
Q3 | $160K | Buy |
|
|||||
|
2021
Q2 | $80K | Buy |
|
|||||
|
2021
Q1 | $72 | Sell |
|
|||||
|
2020
Q4 | $62K | Sell |
|
|||||
|
2020
Q3 | $163K | Buy |
|
|||||
|
2020
Q2 | $49K | Hold |
|
|||||
|
2020
Q1 | $38K | Hold |
|
|||||
|
2019
Q4 | $43K | Buy |
|