WESPAC Advisors SoCal’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 | $7.89M | Buy |
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|
2025
Q1 | $3.81M | Sell |
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|
2024
Q4 | $6.02M | Sell |
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|
2024
Q3 | $6.01M | Buy |
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|
2024
Q2 | $5.33M | Sell |
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|
2024
Q1 | $5.37M | Buy |
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|
2023
Q4 | $4.85M | Buy |
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|
2023
Q3 | $3.81M | Buy |
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|
2023
Q2 | $3.99M | Sell |
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|
2023
Q1 | $3.48M | Sell |
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|
2022
Q4 | $4.09M | Buy |
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|
2022
Q3 | $4.16M | Sell |
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|
2022
Q2 | $4.17M | Sell |
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|
2022
Q1 | $5.63M | Sell |
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|
2021
Q4 | $6.05M | Buy |
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|
2021
Q3 | $5.51M | Sell |
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|
2021
Q2 | $5.46M | Buy |
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|
2021
Q1 | $3.49M | Buy |
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|
2020
Q4 | $1.03M | Sell |
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|
2020
Q3 | $1.15M | Buy |
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|
2020
Q2 | $899K | Buy |
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|
2020
Q1 | $624K | Buy |
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|
2019
Q4 | $506K | Hold |
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|
2019
Q3 | $445K | Buy |
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|
2019
Q2 | $398K | Sell |
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|
2019
Q1 | $389K | Buy |
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|
2018
Q4 | – | Hold |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $310K | Buy |
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|
2018
Q1 | $266K | Hold |
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|
2017
Q4 | $260K | Sell |
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|
2017
Q3 | $431K | Buy |
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|
2017
Q2 | $355K | Sell |
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|
2017
Q1 | $373K | Sell |
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|
2016
Q4 | $368K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $34.7K | Hold |
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|
2016
Q1 | $35.5K | Hold |
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|
2015
Q4 | $34K | Buy |
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