WDG
Wealth Dimensions Group’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 | $247K | Hold |
974
| – | – | 0.05% | 146 |
|
|
2025
Q1 | $201K | Hold |
974
| – | – | 0.05% | 158 |
|
|
2024
Q4 | $226K | Hold |
974
| – | – | 0.06% | 142 |
|
|
2024
Q3 | $220K | Hold |
974
| – | – | 0.06% | 139 |
|
|
2024
Q2 | $220K | Sell |
974
-24
| -2% | -$5.43K | 0.06% | 134 |
|
|
2024
Q1 | $208K | Buy |
+998
| New | +$208K | 0.06% | 137 |
|