TRUE Private Wealth Advisors’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $320K | Sell |
|
|||||
|
2024
Q3 | $314K | Sell |
|
|||||
|
2024
Q2 | $328K | Sell |
|
|||||
|
2024
Q1 | $313K | Buy |
|
|||||
|
2023
Q4 | $286K | Buy |
|
|||||
|
2023
Q3 | $234K | Buy |
|
|||||
|
2023
Q2 | $245K | Sell |
|
|||||
|
2023
Q1 | $221K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $1.35M | Buy |
|
|||||
|
2021
Q3 | $894K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $48K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $41K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $39.3K | Buy |
|