TrueWealth Advisors’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
Q3 | $667K | Buy |
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|
2025
Q2 | $595K | Sell |
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|
2025
Q1 | $511K | Buy |
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|
2024
Q4 | $562K | Sell |
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|
2024
Q3 | $567K | Sell |
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|
2024
Q2 | $574K | Buy |
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|
2024
Q1 | $489K | Buy |
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|
2023
Q4 | $437K | Sell |
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|
2023
Q3 | $382K | Buy |
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|
2023
Q2 | $403K | Sell |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q3 | $306K | Buy |
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|
2022
Q2 | $291K | Sell |
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|
2022
Q1 | $651K | Hold |
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|
2021
Q4 | $651K | Sell |
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|
2021
Q3 | $581K | Sell |
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|
2021
Q2 | $603K | Buy |
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|
2021
Q1 | $520K | Buy |
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|
2020
Q4 | $251K | Buy |
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