Taylor & Morgan 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $721K | Sell |
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|
2025
Q2 | $648K | Sell |
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|
2025
Q1 | $572K | Sell |
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|
2024
Q4 | $683K | Sell |
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|
2024
Q3 | $767K | Buy |
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|
2024
Q2 | $734K | Sell |
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|
2024
Q1 | $677K | Sell |
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|
2023
Q4 | $668K | Sell |
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|
2023
Q3 | $584K | Sell |
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|
2023
Q2 | $627K | Sell |
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|
2023
Q1 | $547K | Sell |
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|
2022
Q4 | $455K | Sell |
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|
2022
Q3 | $458K | Sell |
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|
2022
Q2 | $531K | Sell |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $1.56M | Buy |
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