WCFA
Walkner Condon Financial Advisors’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 | $304K | Buy |
1,202
+58
| +5% | +$14.7K | 0.06% | 216 |
|
|
2025
Q1 | $236K | Buy |
1,144
+77
| +7% | +$15.9K | 0.05% | 239 |
|
|
2024
Q4 | $248K | Hold |
1,067
| – | – | 0.05% | 242 |
|
|
2024
Q3 | $241K | Hold |
1,067
| – | – | 0.05% | 242 |
|
|
2024
Q2 | $241K | Buy |
+1,067
| New | +$241K | 0.05% | 226 |
|
|
2022
Q4 | – | Sell |
-1,702
| Closed | -$202K | – | 237 |
|
|
2022
Q3 | $202K | Hold |
1,702
| – | – | 0.07% | 207 |
|
|
2022
Q2 | $216K | Sell |
1,702
-211
| -11% | -$26.8K | 0.07% | 200 |
|
|
2022
Q1 | $304K | Buy |
+1,913
| New | +$304K | 0.09% | 176 |
|
|
2021
Q4 | – | Sell |
-1,913
| Closed | -$286K | – | 173 |
|
|
2021
Q3 | $286K | Hold |
1,913
| – | – | 0.14% | 119 |
|
|
2021
Q2 | $282K | Hold |
1,913
| – | – | 0.1% | 136 |
|
|
2021
Q1 | $254K | Hold |
1,913
| – | – | 0.1% | 147 |
|
|
2020
Q4 | $249K | Hold |
1,913
| – | – | 0.11% | 118 |
|
|
2020
Q3 | $223K | Hold |
1,913
| – | – | 0.12% | 114 |
|
|
2020
Q2 | $200K | Buy |
+1,913
| New | +$200K | 0.18% | 60 |
|