TVWM
Tower View 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 | $35.6K | Buy |
141
+1
| +0.7% | +$253 | 0.02% | 104 |
|
|
2025
Q1 | $29K | Sell |
140
-22
| -14% | -$4.56K | 0.02% | 93 |
|
|
2024
Q4 | $37.7K | Buy |
162
+22
| +16% | +$5.12K | 0.02% | 88 |
|
|
2024
Q3 | $31.6K | Hold |
140
| – | – | 0.02% | 94 |
|
|
2024
Q2 | $31.7K | Hold |
140
| – | – | 0.02% | 91 |
|
|
2024
Q1 | $29.2K | Buy |
140
+56
| +67% | +$11.7K | 0.02% | 96 |
|
|
2023
Q4 | $16K | Sell |
84
-9
| -10% | -$1.71K | 0.01% | 116 |
|
|
2023
Q3 | $15K | Sell |
93
-15
| -14% | -$2.42K | 0.01% | 108 |
|
|
2023
Q2 | $19K | Buy |
+108
| New | +$19K | 0.01% | 101 |
|