AFA
American Financial Advisors’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 | $653K | Buy |
2,580
+3
| +0.1% | +$760 | 0.09% | 77 |
|
|
2025
Q1 | $532K | Buy |
2,577
+46
| +2% | +$9.5K | 0.08% | 77 |
|
|
2024
Q4 | $589K | Buy |
2,531
+2
| +0.1% | +$465 | 0.08% | 72 |
|
|
2024
Q3 | $571K | Hold |
2,529
| – | – | 0.08% | 73 |
|
|
2024
Q2 | $572K | Sell |
2,529
-861
| -25% | -$195K | 0.08% | 73 |
|
|
2024
Q1 | $706K | Sell |
3,390
-302
| -8% | -$62.9K | 0.1% | 73 |
|
|
2023
Q4 | $711K | Sell |
3,692
-147
| -4% | -$28.3K | 0.11% | 67 |
|
|
2023
Q3 | $629K | Sell |
3,839
-101
| -3% | -$16.6K | 0.1% | 71 |
|
|
2023
Q2 | $685K | Sell |
3,940
-71
| -2% | -$12.3K | 0.11% | 68 |
|
|
2023
Q1 | $606K | Sell |
4,011
-4
| -0.1% | -$604 | 0.1% | 76 |
|
|
2022
Q4 | $500K | Buy |
4,015
+132
| +3% | +$16.4K | 0.08% | 80 |
|
|
2022
Q3 | $461K | Sell |
3,883
-25
| -0.6% | -$2.97K | 0.08% | 81 |
|
|
2022
Q2 | $497K | Sell |
3,908
-44
| -1% | -$5.6K | 0.13% | 50 |
|
|
2022
Q1 | $628K | Sell |
3,952
-620
| -14% | -$98.5K | 0.09% | 73 |
|
|
2021
Q4 | $795K | Buy |
4,572
+214
| +5% | +$37.2K | 0.1% | 67 |
|
|
2021
Q3 | $651K | Sell |
4,358
-128
| -3% | -$19.1K | 0.09% | 75 |
|
|
2021
Q2 | $662K | Sell |
4,486
-136
| -3% | -$20.1K | 0.09% | 76 |
|
|
2021
Q1 | $614K | Buy |
4,622
+13
| +0.3% | +$1.73K | 0.09% | 76 |
|
|
2020
Q4 | $599K | Buy |
4,609
+368
| +9% | +$47.8K | 0.09% | 70 |
|
|
2020
Q3 | $495K | Buy |
4,241
+661
| +18% | +$77.2K | 0.08% | 66 |
|
|
2020
Q2 | $376K | Buy |
+3,580
| New | +$376K | 0.06% | 75 |
|