Wealth Enhancement Advisory Services’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 | $82.5M | Buy |
320,873
+14,577
| +5% | +$3.75M | 0.14% | 149 |
|
|
2025
Q1 | $63.2M | Sell |
306,296
-9,091
| -3% | -$1.88M | 0.12% | 167 |
|
|
2024
Q4 | $73.3M | Buy |
315,387
+28,798
| +10% | +$6.7M | 0.14% | 144 |
|
|
2024
Q3 | $64.7M | Sell |
286,589
-19,897
| -6% | -$4.49M | 0.14% | 149 |
|
|
2024
Q2 | $69.3M | Buy |
306,486
+2,366
| +0.8% | +$535K | 0.16% | 127 |
|
|
2024
Q1 | $63.3M | Buy |
304,120
+4,390
| +1% | +$914K | 0.16% | 131 |
|
|
2023
Q4 | $57.7M | Sell |
299,730
-5,282
| -2% | -$1.02M | 0.17% | 132 |
|
|
2023
Q3 | $50M | Buy |
305,012
+294,832
| +2,896% | +$48.3M | 0.16% | 132 |
|
|
2023
Q2 | $1.77M | Sell |
10,180
-7,366
| -42% | -$1.28M | 0.02% | 212 |
|
|
2023
Q1 | $2.65M | Buy |
17,546
+1,674
| +11% | +$253K | 0.03% | 181 |
|
|
2022
Q4 | $2.13M | Buy |
15,872
+21
| +0.1% | +$2.82K | 0.03% | 171 |
|
|
2022
Q3 | $1.91M | Buy |
15,851
+1,442
| +10% | +$174K | 0.03% | 174 |
|
|
2022
Q2 | $1.92M | Buy |
14,409
+1,010
| +8% | +$134K | 0.03% | 203 |
|
|
2022
Q1 | $2.16M | Buy |
13,399
+177
| +1% | +$28.6K | 0.03% | 188 |
|
|
2021
Q4 | $2.12M | Buy |
13,222
+342
| +3% | +$54.9K | 0.03% | 170 |
|
|
2021
Q3 | $2.05M | Buy |
12,880
+3,011
| +31% | +$480K | 0.03% | 145 |
|
|
2021
Q2 | $1.5M | Buy |
9,869
+22
| +0.2% | +$3.34K | 0.02% | 156 |
|
|
2021
Q1 | $1.36M | Buy |
9,847
+6,316
| +179% | +$870K | 0.02% | 161 |
|
|
2020
Q4 | $450K | Buy |
+3,531
| New | +$450K | 0.01% | 195 |
|