WT Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Hold |
1,861
| – | – | 0.14% | 98 |
|
|
2025
Q1 | $384K | Sell |
1,861
-148
| -7% | -$30.6K | 0.12% | 96 |
|
|
2024
Q4 | $467K | Sell |
2,009
-250
| -11% | -$58.1K | 0.15% | 87 |
|
|
2024
Q3 | $522K | Sell |
2,259
-2,866
| -56% | -$662K | 0.17% | 83 |
|
|
2024
Q2 | $1.16M | Sell |
5,125
-171
| -3% | -$38.7K | 0.4% | 68 |
|
|
2024
Q1 | $1.1M | Sell |
5,296
-101
| -2% | -$21K | 0.39% | 70 |
|
|
2023
Q4 | $1.04M | Buy |
5,397
+126
| +2% | +$24.3K | 0.41% | 68 |
|
|
2023
Q3 | $864K | Sell |
5,271
-305
| -5% | -$50K | 0.37% | 64 |
|
|
2023
Q2 | $970K | Buy |
5,576
+835
| +18% | +$145K | 0.4% | 71 |
|
|
2023
Q1 | $716K | Buy |
4,741
+495
| +12% | +$74.8K | 0.31% | 80 |
|
|
2022
Q4 | $528K | Buy |
4,246
+1,474
| +53% | +$183K | 0.26% | 72 |
|
|
2022
Q3 | $329K | Sell |
2,772
-250
| -8% | -$29.7K | 0.17% | 79 |
|
|
2022
Q2 | $384K | Sell |
3,022
-170
| -5% | -$21.6K | 0.19% | 87 |
|
|
2022
Q1 | $507K | Sell |
3,192
-436
| -12% | -$69.3K | 0.19% | 89 |
|
|
2021
Q4 | $631K | Sell |
3,628
-45
| -1% | -$7.83K | 0.23% | 86 |
|
|
2021
Q3 | $548K | Sell |
3,673
-1,230
| -25% | -$184K | 0.21% | 92 |
|
|
2021
Q2 | $724K | Sell |
4,903
-1,489
| -23% | -$220K | 0.29% | 89 |
|
|
2021
Q1 | $849K | Sell |
6,392
-800
| -11% | -$106K | 0.39% | 76 |
|
|
2020
Q4 | $935K | Sell |
7,192
-5,264
| -42% | -$684K | 0.51% | 69 |
|
|
2020
Q3 | $1.45M | Sell |
12,456
-2,076
| -14% | -$242K | 0.96% | 27 |
|
|
2020
Q2 | $1.52M | Sell |
14,532
-424
| -3% | -$44.3K | 1.22% | 17 |
|
|
2020
Q1 | $1.2M | Sell |
14,956
-2,718
| -15% | -$218K | 1.27% | 18 |
|
|
2019
Q4 | $1.62M | Sell |
17,674
-134
| -0.8% | -$12.3K | 1.23% | 22 |
|
|
2019
Q3 | $1.43M | Buy |
+17,808
| New | +$1.43M | 1.25% | 22 |
|