WealthShield Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Sell |
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|
2025
Q1 | $4.57M | Sell |
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|
2024
Q4 | $6.71M | Sell |
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|
2024
Q3 | $8.76M | Buy |
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|
2024
Q2 | $6.27M | Buy |
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|
2024
Q1 | $4.71M | Sell |
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|
2023
Q4 | $5.3M | Sell |
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|
2023
Q3 | $4.79M | Buy |
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|
2023
Q2 | $4.43M | Buy |
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|
2023
Q1 | $3.2M | Buy |
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|
2022
Q4 | $2.5M | Sell |
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|
2022
Q3 | $3.52M | Buy |
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|
2022
Q2 | $2.05M | Hold |
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|
2022
Q1 | $2.56M | Sell |
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|
2021
Q4 | $11M | Buy |
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|
2021
Q3 | $8.81M | Buy |
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|
2021
Q2 | $8.63M | Buy |
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|
2021
Q1 | $2.7M | Buy |
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|
2020
Q4 | $2.57M | Buy |
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|
2020
Q3 | $1.77M | Buy |
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|
2020
Q2 | $1.46M | Buy |
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|
2020
Q1 | $989K | Sell |
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|
2019
Q4 | $1.36M | Buy |
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|
2019
Q3 | $1.02M | Buy |
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|
2019
Q2 | $888K | Sell |
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|
2019
Q1 | $1.1M | Sell |
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|
2018
Q4 | $919K | Sell |
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|
2018
Q3 | $2.03M | Sell |
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|
2018
Q2 | $1.91M | Sell |
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|
2018
Q1 | $3.76M | Sell |
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|
2017
Q4 | $3.87M | Buy |
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