Wealth Advisory Solutions’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 | $1.56M | Sell |
6,146
-20
| -0.3% | -$5.07K | 0.39% | 58 |
|
|
2025
Q1 | $1.27M | Sell |
6,166
-25
| -0.4% | -$5.16K | 0.34% | 65 |
|
|
2024
Q4 | $1.44M | Sell |
6,191
-142
| -2% | -$33K | 0.4% | 56 |
|
|
2024
Q3 | $1.43M | Buy |
6,333
+77
| +1% | +$17.4K | 0.39% | 54 |
|
|
2024
Q2 | $1.42M | Buy |
6,256
+159
| +3% | +$36K | 0.38% | 54 |
|
|
2024
Q1 | $1.27M | Sell |
6,097
-730
| -11% | -$152K | 0.33% | 59 |
|
|
2023
Q4 | $1.31M | Sell |
6,827
-6,915
| -50% | -$1.33M | 0.46% | 40 |
|
|
2023
Q3 | $2.45M | Buy |
+13,742
| New | +$2.45M | 0.48% | 44 |
|
|
2023
Q2 | – | Sell |
-7,293
| Closed | -$1.1M | – | 136 |
|
|
2023
Q1 | $1.1M | Sell |
7,293
-515
| -7% | -$77.8K | 0.29% | 65 |
|
|
2022
Q4 | $972K | Sell |
7,808
-325
| -4% | -$40.4K | 0.26% | 80 |
|
|
2022
Q3 | $966K | Sell |
8,133
-240
| -3% | -$28.5K | 0.27% | 80 |
|
|
2022
Q2 | $1.06M | Sell |
8,373
-943
| -10% | -$120K | 0.26% | 79 |
|
|
2022
Q1 | $1.48M | Buy |
+9,316
| New | +$1.48M | 0.31% | 77 |
|
|
2021
Q3 | $1.42M | Sell |
9,486
-24
| -0.3% | -$3.58K | 0.31% | 72 |
|
|
2021
Q2 | $1.4M | Buy |
+9,510
| New | +$1.4M | 0.33% | 75 |
|
|
2021
Q1 | – | Sell |
-9,318
| Closed | -$1.21M | – | 205 |
|
|
2020
Q4 | $1.21M | Sell |
9,318
-161
| -2% | -$20.9K | 0.33% | 64 |
|
|
2020
Q3 | $1.11M | Sell |
9,479
-477
| -5% | -$55.7K | 0.29% | 79 |
|
|
2020
Q2 | $1.04M | Sell |
9,956
-98
| -1% | -$10.2K | 0.29% | 81 |
|
|
2020
Q1 | $808K | Sell |
10,054
-6,447
| -39% | -$518K | 0.27% | 83 |
|
|
2019
Q4 | $1.51M | Buy |
+16,501
| New | +$1.51M | 0.4% | 71 |
|