Acima Private Wealth’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 | $2.2M | Hold |
8,701
| – | – | 0.75% | 31 |
|
|
2025
Q1 | $1.8M | Hold |
8,701
| – | – | 0.64% | 33 |
|
|
2024
Q4 | $2.02M | Hold |
8,701
| – | – | 0.68% | 34 |
|
|
2024
Q3 | $1.96M | Hold |
8,701
| – | – | 0.66% | 38 |
|
|
2024
Q2 | $1.97M | Hold |
8,701
| – | – | 0.72% | 31 |
|
|
2024
Q1 | $1.81M | Hold |
8,701
| – | – | 0.67% | 36 |
|
|
2023
Q4 | $1.67M | Hold |
8,701
| – | – | 0.65% | 34 |
|
|
2023
Q3 | $1.43M | Hold |
8,701
| – | – | 0.63% | 38 |
|
|
2023
Q2 | $1.51M | Hold |
8,701
| – | – | 0.72% | 36 |
|
|
2023
Q1 | $1.31M | Hold |
8,701
| – | – | 0.65% | 41 |
|
|
2022
Q4 | $1.08M | Hold |
8,701
| – | – | 0.56% | 46 |
|
|
2022
Q3 | $1.03M | Hold |
8,701
| – | – | 0.53% | 50 |
|
|
2022
Q2 | $1.11M | Hold |
8,701
| – | – | 0.55% | 48 |
|
|
2022
Q1 | $1.38M | Hold |
8,701
| – | – | 0.64% | 44 |
|
|
2021
Q4 | $1.51M | Hold |
8,701
| – | – | 0.65% | 44 |
|
|
2021
Q3 | $1.3M | Hold |
8,701
| – | – | 0.6% | 49 |
|
|
2021
Q2 | $1.29M | Hold |
8,701
| – | – | 0.59% | 49 |
|
|
2021
Q1 | $1.16M | Sell |
8,701
-2,299
| -21% | -$305K | 0.57% | 50 |
|
|
2020
Q4 | $1.43M | Hold |
11,000
| – | – | 0.74% | 40 |
|
|
2020
Q3 | $1.28M | Hold |
11,000
| – | – | 0.77% | 40 |
|
|
2020
Q2 | $1.15M | Hold |
11,000
| – | – | 0.74% | 39 |
|
|
2020
Q1 | $884K | Sell |
11,000
-4,587
| -29% | -$369K | 0.68% | 39 |
|
|
2019
Q4 | $1.43M | Buy |
15,587
+210
| +1% | +$19.3K | 0.99% | 23 |
|
|
2019
Q3 | $1.24M | Hold |
15,377
| – | – | 0.95% | 25 |
|
|
2019
Q2 | $1.2M | Hold |
15,377
| – | – | 0.95% | 25 |
|
|
2019
Q1 | $1.14M | Hold |
15,377
| – | – | 0.97% | 22 |
|
|
2018
Q4 | $953K | Buy |
+15,377
| New | +$953K | 0.93% | 21 |
|