Allie Family Office’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
Q1 | – | Sell |
-1,466
| Closed | -$341K | – | 101 |
|
2024
Q4 | $341K | Hold |
1,466
| – | – | 0.19% | 63 |
|
2024
Q3 | $331K | Hold |
1,466
| – | – | 0.18% | 62 |
|
2024
Q2 | $332K | Hold |
1,466
| – | – | 0.2% | 61 |
|
2024
Q1 | $303K | Hold |
1,466
| – | – | 0.18% | 59 |
|
2023
Q4 | $282K | Buy |
+1,466
| New | +$282K | 0.2% | 55 |
|
2023
Q3 | – | Sell |
-1,466
| Closed | -$255K | – | 76 |
|
2023
Q2 | $255K | Hold |
1,466
| – | – | 0.18% | 60 |
|
2023
Q1 | $221K | Buy |
+1,466
| New | +$221K | 0.17% | 65 |
|