Wealthcare Advisory Partners’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 | $9.43M | Buy |
37,235
+8,550
| +30% | +$2.17M | 0.22% | 94 |
|
|
2025
Q1 | $5.92M | Buy |
28,685
+1,527
| +6% | +$315K | 0.16% | 116 |
|
|
2024
Q4 | $6.31M | Sell |
27,158
-1,550
| -5% | -$360K | 0.18% | 109 |
|
|
2024
Q3 | $6.48M | Sell |
28,708
-2,000
| -7% | -$452K | 0.18% | 102 |
|
|
2024
Q2 | $6.95M | Sell |
30,708
-7,245
| -19% | -$1.64M | 0.22% | 83 |
|
|
2024
Q1 | $7.9M | Sell |
37,953
-28
| -0.1% | -$5.83K | 0.26% | 71 |
|
|
2023
Q4 | $7.31M | Buy |
37,981
+7,313
| +24% | +$1.41M | 0.29% | 64 |
|
|
2023
Q3 | $5.03M | Sell |
30,668
-237
| -0.8% | -$38.9K | 0.23% | 79 |
|
|
2023
Q2 | $5.37M | Buy |
30,905
+4,268
| +16% | +$742K | 0.24% | 77 |
|
|
2023
Q1 | $4.02M | Buy |
26,637
+10,003
| +60% | +$1.51M | 0.17% | 100 |
|
|
2022
Q4 | $2.07M | Sell |
16,634
-774
| -4% | -$96.3K | 0.1% | 158 |
|
|
2022
Q3 | $2.07M | Buy |
17,408
+8,585
| +97% | +$1.02M | 0.12% | 137 |
|
|
2022
Q2 | $1.12M | Sell |
8,823
-178
| -2% | -$22.6K | 0.07% | 190 |
|
|
2022
Q1 | $1.43M | Buy |
9,001
+3
| +0% | +$477 | 0.09% | 138 |
|
|
2021
Q4 | $1.56M | Sell |
8,998
-2,506
| -22% | -$436K | 0.09% | 132 |
|
|
2021
Q3 | $1.72M | Buy |
11,504
+632
| +6% | +$94.4K | 0.11% | 119 |
|
|
2021
Q2 | $1.61M | Sell |
10,872
-185
| -2% | -$27.3K | 0.11% | 126 |
|
|
2021
Q1 | $1.47M | Sell |
11,057
-302
| -3% | -$40.1K | 0.11% | 122 |
|
|
2020
Q4 | $1.48M | Buy |
11,359
+607
| +6% | +$78.9K | 0.13% | 96 |
|
|
2020
Q3 | $1.26M | Buy |
10,752
+445
| +4% | +$51.9K | 0.14% | 93 |
|
|
2020
Q2 | $1.08M | Buy |
10,307
+4,939
| +92% | +$516K | 0.13% | 95 |
|
|
2020
Q1 | $431K | Sell |
5,368
-1,200
| -18% | -$96.3K | 0.06% | 172 |
|
|
2019
Q4 | $602K | Buy |
6,568
+2,309
| +54% | +$212K | 0.08% | 154 |
|
|
2019
Q3 | $343K | Buy |
4,259
+2,112
| +98% | +$170K | 0.05% | 191 |
|
|
2019
Q2 | $168K | Sell |
2,147
-32
| -1% | -$2.5K | 0.03% | 292 |
|
|
2019
Q1 | $161K | Buy |
2,179
+541
| +33% | +$40K | 0.03% | 268 |
|
|
2018
Q4 | $102K | Buy |
1,638
+211
| +15% | +$13.1K | 0.02% | 307 |
|
|
2018
Q3 | $107K | Sell |
1,427
-280
| -16% | -$21K | 0.02% | 329 |
|
|
2018
Q2 | $119K | Buy |
1,707
+1,051
| +160% | +$73.3K | 0.02% | 296 |
|
|
2018
Q1 | $43K | Buy |
656
+465
| +243% | +$30.5K | 0.01% | 431 |
|
|
2017
Q4 | $12K | Buy |
191
+100
| +110% | +$6.28K | ﹤0.01% | 645 |
|
|
2017
Q3 | $5K | Buy |
+91
| New | +$5K | ﹤0.01% | 664 |
|