UWM
USAdvisors 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 | $238K | Sell |
943
-9,155
| -91% | -$2.31M | 0.09% | 114 |
|
|
2025
Q1 | $2.09M | Sell |
10,098
-201
| -2% | -$41.5K | 0.73% | 37 |
|
|
2024
Q4 | $2.39M | Sell |
10,299
-25
| -0.2% | -$5.81K | 0.78% | 34 |
|
|
2024
Q3 | $2.32M | Sell |
10,324
-161
| -2% | -$36.2K | 0.81% | 36 |
|
|
2024
Q2 | $2.37M | Sell |
10,485
-20,664
| -66% | -$4.67M | 0.83% | 36 |
|
|
2024
Q1 | $6.5M | Buy |
31,149
+5,056
| +19% | +$1.06M | 2.45% | 9 |
|
|
2023
Q4 | $5.02M | Buy |
26,093
+3,391
| +15% | +$653K | 2.09% | 13 |
|
|
2023
Q3 | $3.72M | Buy |
22,702
+674
| +3% | +$110K | 1.66% | 21 |
|
|
2023
Q2 | $3.82M | Buy |
22,028
+13,137
| +148% | +$2.28M | 1.81% | 20 |
|
|
2023
Q1 | $1.34M | Buy |
8,891
+263
| +3% | +$39.7K | 0.64% | 44 |
|
|
2022
Q4 | $1.07M | Sell |
8,628
-162
| -2% | -$20.2K | 0.52% | 49 |
|
|
2022
Q3 | $1.04M | Sell |
8,790
-100
| -1% | -$11.9K | 0.53% | 49 |
|
|
2022
Q2 | $1.13M | Buy |
8,890
+319
| +4% | +$40.5K | 0.57% | 42 |
|
|
2022
Q1 | $1.36M | Sell |
8,571
-5,555
| -39% | -$883K | 0.58% | 41 |
|
|
2021
Q4 | $2.46M | Sell |
14,126
-597
| -4% | -$104K | 1% | 26 |
|
|
2021
Q3 | $2.2M | Buy |
14,723
+88
| +0.6% | +$13.1K | 0.95% | 29 |
|
|
2021
Q2 | $2.16M | Sell |
14,635
-381
| -3% | -$56.3K | 1.17% | 25 |
|
|
2021
Q1 | $1.99M | Buy |
15,016
+596
| +4% | +$79.1K | 0.96% | 28 |
|
|
2020
Q4 | $1.87M | Buy |
14,420
+621
| +5% | +$80.7K | 0.9% | 26 |
|
|
2020
Q3 | $1.61K | Sell |
13,799
-214
| -2% | -$25 | 0.25% | 30 |
|
|
2020
Q2 | $1.46M | Sell |
14,013
-8,555
| -38% | -$894K | 0.78% | 28 |
|
|
2020
Q1 | $1.81M | Buy |
+22,568
| New | +$1.81M | 1.12% | 19 |
|