WFAG
Worth 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 | $712K | Sell |
2,810
-101
| -3% | -$25.6K | 0.44% | 54 |
|
|
2025
Q1 | $601K | Sell |
2,911
-157
| -5% | -$32.4K | 0.38% | 66 |
|
|
2024
Q4 | $713K | Hold |
3,068
| – | – | 0.44% | 57 |
|
|
2024
Q3 | $693K | Buy |
3,068
+15
| +0.5% | +$3.39K | 0.41% | 63 |
|
|
2024
Q2 | $691K | Sell |
3,053
-231
| -7% | -$52.3K | 0.45% | 55 |
|
|
2024
Q1 | $684K | Sell |
3,284
-12
| -0.4% | -$2.5K | 0.47% | 59 |
|
|
2023
Q4 | $634K | Sell |
3,296
-155
| -4% | -$29.8K | 0.51% | 53 |
|
|
2023
Q3 | $566K | Buy |
3,451
+25
| +0.7% | +$4.1K | 0.51% | 54 |
|
|
2023
Q2 | $596K | Sell |
3,426
-110
| -3% | -$19.1K | 0.55% | 49 |
|
|
2023
Q1 | $534K | Buy |
3,536
+99
| +3% | +$15K | 0.51% | 61 |
|
|
2022
Q4 | $428K | Buy |
+3,437
| New | +$428K | 0.5% | 56 |
|