Transform Wealth’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $14.3M | Buy |
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|
2024
Q4 | $12.1M | Buy |
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|
2024
Q3 | $502K | Sell |
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|
2024
Q2 | $22.6M | Buy |
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|
2024
Q1 | $466K | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $468K | Sell |
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|
2023
Q2 | $16.8M | Sell |
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|
2023
Q1 | $15.1M | Buy |
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|
2022
Q4 | $778K | Buy |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $476K | Sell |
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|
2022
Q1 | $6.7M | Sell |
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|
2021
Q4 | $13.6M | Buy |
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|
2021
Q3 | $11.2M | Buy |
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|
2021
Q2 | $730K | Buy |
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|
2021
Q1 | $649K | Sell |
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|
2020
Q4 | $3.36M | Sell |
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|
2020
Q3 | $3.06M | Sell |
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|
2020
Q2 | $5.15M | Buy |
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|
2020
Q1 | $3.42M | Buy |
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|
2019
Q4 | $502K | Sell |
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|
2019
Q3 | $458K | Sell |
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|
2019
Q2 | $941K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.32M | Sell |
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|
2018
Q2 | $7.25M | Buy |
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|
2018
Q1 | $5.76M | Buy |
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|
2017
Q4 | $5.37M | Buy |
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|
2017
Q3 | $4.71M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $3.74M | Buy |
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|
2016
Q4 | $2.38M | Buy |
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|
2016
Q3 | $2.27M | Buy |
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|
2016
Q2 | $1.97M | Buy |
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