WR Wealth Planners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $304K | Hold |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $296K | Sell |
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|
2024
Q1 | $286K | Sell |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $269K | Buy |
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|
2023
Q2 | $257K | Buy |
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|
2023
Q1 | $43.2K | Buy |
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|
2022
Q4 | $8.09K | Hold |
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|
2022
Q3 | $7.72K | Hold |
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|
2022
Q2 | $8.26K | Hold |
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|
2022
Q1 | $10.3K | Buy |
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