TBWA
Three Bridge 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
Q1 | – | Sell |
-1,238
| Closed | -$288K | – | 92 |
|
|
2024
Q4 | $288K | Hold |
1,238
| – | – | 0.1% | 76 |
|
|
2024
Q3 | $279K | Hold |
1,238
| – | – | 0.1% | 72 |
|
|
2024
Q2 | $280K | Sell |
1,238
-416
| -25% | -$94.1K | 0.11% | 71 |
|
|
2024
Q1 | $344K | Buy |
1,654
+306
| +23% | +$63.7K | 0.14% | 74 |
|
|
2023
Q4 | $259K | Sell |
1,348
-20
| -1% | -$3.85K | 0.09% | 78 |
|
|
2023
Q3 | $224K | Buy |
1,368
+204
| +18% | +$33.4K | 0.09% | 82 |
|
|
2023
Q2 | $202K | Buy |
+1,164
| New | +$202K | 0.09% | 92 |
|