Acorn Financial Advisory Services’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 | $855K | Hold |
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|
2025
Q2 | $768K | Sell |
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|
2025
Q1 | $688K | Sell |
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|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $999K | Hold |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $948K | Buy |
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|
2023
Q4 | $868K | Sell |
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|
2023
Q3 | $755K | Buy |
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|
2023
Q2 | $704K | Buy |
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|
2023
Q1 | $593K | Buy |
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|
2022
Q4 | $459K | Hold |
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|
2022
Q3 | $438K | Hold |
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|
2022
Q2 | $469K | Hold |
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|
2022
Q1 | $586K | Sell |
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|
2021
Q4 | $676K | Sell |
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|
2021
Q3 | $698K | Hold |
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|
2021
Q2 | $690K | Buy |
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|
2021
Q1 | $538K | Sell |
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|
2020
Q4 | $551K | Hold |
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|
2020
Q3 | $495K | Sell |
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|
2020
Q2 | $459K | Buy |
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|
2020
Q1 | $298K | Hold |
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|
2019
Q4 | $340K | Buy |
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