Warner Financial’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 | $956K | Buy |
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|
2025
Q2 | $859K | Sell |
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|
2025
Q1 | $755K | Sell |
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|
2024
Q4 | $996K | Buy |
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|
2024
Q3 | $920K | Buy |
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|
2024
Q2 | $922K | Hold |
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|
2024
Q1 | $848K | Buy |
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|
2023
Q4 | $683K | Hold |
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|
2023
Q3 | $582K | Hold |
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|
2023
Q2 | $617K | Hold |
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|
2023
Q1 | $536K | Hold |
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|
2022
Q4 | $442K | Hold |
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|
2022
Q3 | $422K | Hold |
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|
2022
Q2 | $451K | Buy |
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|
2022
Q1 | $448K | Hold |
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|
2021
Q4 | $490K | Buy |
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