Walkner Condon Financial 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 | $332K | Sell |
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|
2025
Q2 | $304K | Buy |
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|
2025
Q1 | $236K | Buy |
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|
2024
Q4 | $248K | Hold |
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|
2024
Q3 | $241K | Hold |
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|
2024
Q2 | $241K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $304K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $286K | Hold |
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|
2021
Q2 | $282K | Hold |
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|
2021
Q1 | $254K | Hold |
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|
2020
Q4 | $249K | Hold |
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|
2020
Q3 | $223K | Hold |
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|
2020
Q2 | $200K | Buy |
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