Tanglewood Legacy 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
Q2 | $451K | Hold |
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|
2025
Q1 | $368K | Hold |
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|
2024
Q4 | $414K | Hold |
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|
2024
Q3 | $402K | Hold |
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $371K | Hold |
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|
2023
Q4 | $343K | Hold |
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|
2023
Q3 | $292K | Hold |
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|
2023
Q2 | $309K | Hold |
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|
2023
Q1 | $269K | Hold |
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|
2022
Q4 | $222K | Buy |
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