WMG Financial Advisors’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
Q3 | $471K | Buy |
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|
2025
Q2 | $404K | Hold |
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|
2025
Q1 | $329K | Hold |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $394K | Hold |
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|
2024
Q2 | $395K | Hold |
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $359K | Sell |
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|
2023
Q3 | $323K | Sell |
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $290K | Hold |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $262K | Sell |
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|
2022
Q1 | $938K | Sell |
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|
2021
Q4 | $1.13M | Buy |
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