Altus Wealth Group’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 | $1.66M | Buy |
6,555
+299
| +5% | +$75.7K | 0.73% | 29 |
|
|
2025
Q1 | $1.29M | Sell |
6,256
-22,799
| -78% | -$4.71M | 0.6% | 33 |
|
|
2024
Q4 | $6.76M | Sell |
29,055
-1,369
| -4% | -$318K | 2.99% | 7 |
|
|
2024
Q3 | $6.87M | Sell |
30,424
-3,483
| -10% | -$786K | 2.94% | 8 |
|
|
2024
Q2 | $7.67M | Sell |
33,907
-9,167
| -21% | -$2.07M | 3.84% | 5 |
|
|
2024
Q1 | $8.97M | Sell |
43,074
-2,764
| -6% | -$576K | 4.5% | 3 |
|
|
2023
Q4 | $8.82M | Sell |
45,838
-195
| -0.4% | -$37.5K | 4.89% | 4 |
|
|
2023
Q3 | $7.55M | Sell |
46,033
-926
| -2% | -$152K | 4.79% | 3 |
|
|
2023
Q2 | $8.16M | Sell |
46,959
-1,079
| -2% | -$188K | 5.01% | 3 |
|
|
2023
Q1 | $7.25M | Sell |
48,038
-104
| -0.2% | -$15.7K | 4.89% | 3 |
|
|
2022
Q4 | $5.99M | Buy |
48,142
+46,589
| +3,000% | +$5.8M | 4.55% | 3 |
|
|
2022
Q3 | $232K | Hold |
1,553
| – | – | 0.23% | 98 |
|
|
2022
Q2 | $232K | Sell |
1,553
-386
| -20% | -$57.7K | 0.23% | 98 |
|
|
2022
Q1 | $308K | Buy |
1,939
+336
| +21% | +$53.4K | 0.25% | 80 |
|
|
2021
Q4 | $279K | Buy |
1,603
+50
| +3% | +$8.7K | 0.23% | 91 |
|
|
2021
Q3 | $232K | Buy |
1,553
+100
| +7% | +$14.9K | 0.23% | 98 |
|
|
2021
Q2 | $215K | Hold |
1,453
| – | – | 0.21% | 102 |
|
|
2021
Q1 | $199K | Buy |
1,453
+20
| +1% | +$2.74K | 0.2% | 104 |
|
|
2020
Q4 | $186K | Buy |
+1,433
| New | +$186K | 0.18% | 101 |
|