AIMC
Alley Investment Management Company’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 | $1.1M | Sell |
4,332
-218
| -5% | -$55.2K | 0.13% | 65 |
|
|
2025
Q1 | $939K | Sell |
4,550
-41
| -0.9% | -$8.47K | 0.12% | 66 |
|
|
2024
Q4 | $1.07M | Buy |
4,591
+424
| +10% | +$98.6K | 0.14% | 65 |
|
|
2024
Q3 | $941K | Buy |
4,167
+67
| +2% | +$15.1K | 0.12% | 65 |
|
|
2024
Q2 | $928K | Hold |
4,100
| – | – | 0.13% | 66 |
|
|
2024
Q1 | $854K | Hold |
4,100
| – | – | 0.12% | 66 |
|
|
2023
Q4 | $789K | Sell |
4,100
-250
| -6% | -$48.1K | 0.12% | 67 |
|
|
2023
Q3 | $713K | Hold |
4,350
| – | – | 0.12% | 67 |
|
|
2023
Q2 | $756K | Hold |
4,350
| – | – | 0.12% | 69 |
|
|
2023
Q1 | $657K | Sell |
4,350
-340
| -7% | -$51.3K | 0.11% | 69 |
|
|
2022
Q4 | $584K | Hold |
4,690
| – | – | 0.1% | 70 |
|
|
2022
Q3 | $557K | Hold |
4,690
| – | – | 0.11% | 67 |
|
|
2022
Q2 | $596K | Hold |
4,690
| – | – | 0.11% | 67 |
|
|
2022
Q1 | $745K | Buy |
+4,690
| New | +$745K | 0.12% | 65 |
|