WWA
WCG Wealth 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 | $9.02M | Buy |
+35,622
| New | +$9.02M | 0.58% | 46 |
|
|
2025
Q1 | – | Sell |
-10,700
| Closed | -$2.49M | – | 330 |
|
|
2024
Q4 | $2.49M | Sell |
10,700
-1,352
| -11% | -$314K | 0.16% | 134 |
|
|
2024
Q3 | $2.72M | Sell |
12,052
-39,256
| -77% | -$8.86M | 0.18% | 124 |
|
|
2024
Q2 | $11.6M | Buy |
51,308
+5,938
| +13% | +$1.34M | 0.86% | 33 |
|
|
2024
Q1 | $9.45M | Sell |
45,370
-14,081
| -24% | -$2.93M | 0.79% | 37 |
|
|
2023
Q4 | $11.4M | Sell |
59,451
-5,385
| -8% | -$1.04M | 0.84% | 37 |
|
|
2023
Q3 | $10.8M | Buy |
+64,836
| New | +$10.8M | 0.79% | 40 |
|
|
2022
Q4 | – | Sell |
-4,602
| Closed | -$580K | – | 285 |
|
|
2022
Q3 | $580K | Sell |
4,602
-284
| -6% | -$35.8K | 0.08% | 168 |
|
|
2022
Q2 | $621K | Buy |
+4,886
| New | +$621K | 0.09% | 156 |
|