TWM
Tanglewood Wealth Management’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 | $1.42M | Buy |
5,624
+233
| +4% | +$59K | 0.14% | 23 |
|
|
2025
Q1 | $1.11M | Sell |
5,391
-1,572
| -23% | -$325K | 0.13% | 25 |
|
|
2024
Q4 | $1.62M | Buy |
6,963
+2,738
| +65% | +$637K | 0.19% | 21 |
|
|
2024
Q3 | $954K | Sell |
4,225
-54
| -1% | -$12.2K | 0.11% | 23 |
|
|
2024
Q2 | $968K | Sell |
4,279
-149
| -3% | -$33.7K | 0.12% | 21 |
|
|
2024
Q1 | $922K | Sell |
4,428
-643
| -13% | -$134K | 0.11% | 21 |
|
|
2023
Q4 | $976K | Buy |
5,071
+1,268
| +33% | +$244K | 0.12% | 20 |
|
|
2023
Q3 | $623K | Sell |
3,803
-1,314
| -26% | -$215K | 0.11% | 19 |
|
|
2023
Q2 | $890K | Buy |
5,117
+827
| +19% | +$144K | 0.13% | 19 |
|
|
2023
Q1 | $648K | Buy |
4,290
+1,099
| +34% | +$166K | 0.09% | 25 |
|
|
2022
Q4 | $397K | Sell |
3,191
-6,382
| -67% | -$794K | 0.06% | 30 |
|
|
2022
Q3 | $1.14M | Buy |
9,573
+4,681
| +96% | +$556K | 0.17% | 24 |
|
|
2022
Q2 | $622K | Buy |
+4,892
| New | +$622K | 0.08% | 26 |
|