Wescott Financial Advisory Group’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 | $233K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $225K | Sell |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $650K | Buy |
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|
2024
Q1 | $598K | Buy |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $469K | Buy |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $430K | Buy |
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|
2022
Q4 | $350K | Buy |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $353K | Buy |
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|
2022
Q1 | $440K | Buy |
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