Wealth Advisors of Tampa Bay’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-300
| Closed | -$61.9K | – | 149 |
|
|
2025
Q1 | $61.9K | Buy |
+300
| New | +$61.9K | 0.03% | 122 |
|
|
2023
Q4 | – | Sell |
-1,900
| Closed | -$311K | – | 102 |
|
|
2023
Q3 | $311K | Buy |
+1,900
| New | +$311K | 0.09% | 81 |
|
|
2022
Q3 | – | Sell |
-3,560
| Closed | -$453K | – | 95 |
|
|
2022
Q2 | $453K | Buy |
3,560
+360
| +11% | +$45.8K | 0.14% | 72 |
|
|
2022
Q1 | $509K | Hold |
3,200
| – | – | 0.14% | 72 |
|
|
2021
Q4 | $556K | Buy |
+3,200
| New | +$556K | 0.14% | 77 |
|