WFAG
Wescott Financial Advisory 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 | $233K | Buy |
+918
| New | +$233K | 0.02% | 159 |
|
|
2025
Q1 | – | Sell |
-967
| Closed | -$225K | – | 180 |
|
|
2024
Q4 | $225K | Sell |
967
-1,297
| -57% | -$302K | 0.02% | 161 |
|
|
2024
Q3 | $511K | Sell |
2,264
-611
| -21% | -$138K | 0.05% | 110 |
|
|
2024
Q2 | $650K | Buy |
2,875
+5
| +0.2% | +$1.13K | 0.08% | 100 |
|
|
2024
Q1 | $598K | Buy |
2,870
+5
| +0.2% | +$1.04K | 0.07% | 101 |
|
|
2023
Q4 | $552K | Buy |
2,865
+6
| +0.2% | +$1.16K | 0.08% | 96 |
|
|
2023
Q3 | $469K | Buy |
2,859
+6
| +0.2% | +$984 | 0.09% | 101 |
|
|
2023
Q2 | $496K | Buy |
2,853
+6
| +0.2% | +$1.04K | 0.09% | 101 |
|
|
2023
Q1 | $430K | Buy |
2,847
+36
| +1% | +$5.44K | 0.09% | 103 |
|
|
2022
Q4 | $350K | Buy |
2,811
+8
| +0.3% | +$996 | 0.08% | 110 |
|
|
2022
Q3 | $333K | Buy |
2,803
+29
| +1% | +$3.45K | 0.09% | 107 |
|
|
2022
Q2 | $353K | Buy |
2,774
+7
| +0.3% | +$891 | 0.1% | 99 |
|
|
2022
Q1 | $440K | Buy |
+2,767
| New | +$440K | 0.11% | 87 |
|