WCG Wealth 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
Q2 | $9.02M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.49M | Sell |
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|
2024
Q3 | $2.72M | Sell |
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|
2024
Q2 | $11.6M | Buy |
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|
2024
Q1 | $9.45M | Sell |
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|
2023
Q4 | $11.4M | Sell |
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|
2023
Q3 | $10.8M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $580K | Sell |
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|
2022
Q2 | $621K | Buy |
|