TWM
Tradition 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 | $1.74M | Sell |
6,862
-216
| -3% | -$54.7K | 0.14% | 137 |
|
|
2025
Q1 | $1.46M | Buy |
7,078
+7
| +0.1% | +$1.45K | 0.13% | 144 |
|
|
2024
Q4 | $1.64M | Sell |
7,071
-24
| -0.3% | -$5.58K | 0.14% | 128 |
|
|
2024
Q3 | $1.6M | Buy |
7,095
+497
| +8% | +$112K | 0.14% | 124 |
|
|
2024
Q2 | $1.49M | Buy |
6,598
+122
| +2% | +$27.6K | 0.14% | 124 |
|
|
2024
Q1 | $1.35M | Buy |
6,476
+478
| +8% | +$99.5K | 0.14% | 127 |
|
|
2023
Q4 | $1.15M | Buy |
5,998
+2
| +0% | +$385 | 0.12% | 123 |
|
|
2023
Q3 | $983K | Buy |
5,996
+1
| +0% | +$164 | 0.12% | 120 |
|
|
2023
Q2 | $1.04M | Sell |
5,995
-220
| -4% | -$38.2K | 0.12% | 115 |
|
|
2023
Q1 | $939K | Sell |
6,215
-40
| -0.6% | -$6.04K | 0.12% | 117 |
|
|
2022
Q4 | $778K | Sell |
6,255
-84
| -1% | -$10.4K | 0.11% | 126 |
|
|
2022
Q3 | $753K | Sell |
6,339
-708
| -10% | -$84.1K | 0.11% | 123 |
|
|
2022
Q2 | $896K | Sell |
7,047
-381
| -5% | -$48.4K | 0.13% | 116 |
|
|
2022
Q1 | $1.18M | Sell |
7,428
-1,144
| -13% | -$182K | 0.15% | 116 |
|
|
2021
Q4 | $1.49M | Buy |
8,572
+275
| +3% | +$47.8K | 0.19% | 109 |
|
|
2021
Q3 | $1.24M | Sell |
8,297
-100
| -1% | -$14.9K | 0.18% | 112 |
|
|
2021
Q2 | $1.24M | Buy |
8,397
+20
| +0.2% | +$2.95K | 0.19% | 113 |
|
|
2021
Q1 | $1.11M | Sell |
8,377
-402
| -5% | -$53.4K | 0.19% | 100 |
|
|
2020
Q4 | $1.14M | Buy |
+8,779
| New | +$1.14M | 0.22% | 94 |
|