WA
Wealthstar Advisors’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 | $317K | Hold |
1,254
| – | – | 0.12% | 121 |
|
|
2025
Q1 | $259K | Buy |
1,254
+1
| +0.1% | +$206 | 0.12% | 121 |
|
|
2024
Q4 | $291K | Buy |
+1,253
| New | +$291K | 0.13% | 113 |
|
|
2024
Q2 | – | Sell |
-1,478
| Closed | -$308K | – | 144 |
|
|
2024
Q1 | $308K | Hold |
1,478
| – | – | 0.11% | 108 |
|
|
2023
Q4 | $285K | Hold |
1,478
| – | – | 0.05% | 108 |
|
|
2023
Q3 | $242K | Buy |
1,478
+170
| +13% | +$27.9K | 0.09% | 103 |
|
|
2023
Q2 | $227K | Buy |
+1,308
| New | +$227K | 0.1% | 71 |
|
|
2022
Q2 | – | Sell |
-1,298
| Closed | -$206K | – | 96 |
|
|
2022
Q1 | $206K | Buy |
1,298
+60
| +5% | +$9.52K | 0.08% | 88 |
|
|
2021
Q4 | $215K | Buy |
+1,238
| New | +$215K | 0.07% | 78 |
|