WFA
West Financial 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 | $3.42M | Buy |
+13,508
| New | +$3.42M | 0.6% | 23 |
|
|
2024
Q3 | – | Sell |
-10,820
| Closed | -$2.45M | – | 195 |
|
|
2024
Q2 | $2.45M | Buy |
10,820
+193
| +2% | +$43.7K | 0.51% | 22 |
|
|
2024
Q1 | $2.21M | Buy |
10,627
+80
| +0.8% | +$16.7K | 0.47% | 25 |
|
|
2023
Q4 | $2.03M | Sell |
10,547
-689
| -6% | -$133K | 0.46% | 25 |
|
|
2023
Q3 | $1.84M | Buy |
11,236
+1,014
| +10% | +$166K | 0.46% | 23 |
|
|
2023
Q2 | $1.78M | Sell |
10,222
-913
| -8% | -$159K | 0.44% | 24 |
|
|
2023
Q1 | $1.68M | Buy |
+11,135
| New | +$1.68M | 0.44% | 23 |
|
|
2022
Q1 | – | Sell |
-9,253
| Closed | -$1.61M | – | 200 |
|
|
2021
Q4 | $1.61M | Buy |
9,253
+570
| +7% | +$99.1K | 0.43% | 18 |
|
|
2021
Q3 | $1.3M | Buy |
8,683
+6,676
| +333% | +$997K | 0.38% | 19 |
|
|
2021
Q2 | $296K | Sell |
2,007
-4,752
| -70% | -$701K | 0.09% | 42 |
|
|
2021
Q1 | $898K | Buy |
6,759
+2,637
| +64% | +$350K | 0.3% | 23 |
|
|
2020
Q4 | $536K | Buy |
+4,122
| New | +$536K | 0.19% | 25 |
|