U.S. Capital 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
Q3 | $12.1M | Sell |
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|
2025
Q2 | $12.7M | Buy |
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|
2025
Q1 | $10M | Buy |
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|
2024
Q4 | $8.56M | Buy |
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|
2024
Q3 | $3.1M | Sell |
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|
2024
Q2 | $7.24M | Buy |
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|
2024
Q1 | $6.43M | Buy |
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|
2023
Q4 | $5.46M | Buy |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $930K | Buy |
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|
2023
Q1 | $701K | Buy |
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|
2022
Q4 | $550K | Sell |
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|
2022
Q3 | $545K | Sell |
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|
2022
Q2 | $672K | Buy |
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|
2022
Q1 | $782K | Sell |
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|
2021
Q4 | $12.4M | Buy |
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|
2021
Q3 | $10.5M | Buy |
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