Angeles Wealth Management’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 | $450K | Buy |
1,778
+1,532
| +623% | +$388K | 0.03% | 195 |
|
|
2025
Q1 | $50.8K | Hold |
246
| – | – | ﹤0.01% | 330 |
|
|
2024
Q4 | $57.2K | Sell |
246
-5
| -2% | -$1.16K | ﹤0.01% | 336 |
|
|
2024
Q3 | $56.7K | Hold |
251
| – | – | ﹤0.01% | 296 |
|
|
2024
Q2 | $56.8K | Sell |
251
-41
| -14% | -$9.28K | 0.01% | 259 |
|
|
2024
Q1 | $60.8K | Buy |
292
+146
| +100% | +$30.4K | 0.01% | 249 |
|
|
2023
Q4 | $28.1K | Buy |
146
+41
| +39% | +$7.89K | ﹤0.01% | 235 |
|
|
2023
Q3 | $17.2K | Hold |
105
| – | – | ﹤0.01% | 215 |
|
|
2023
Q2 | $18.3K | Hold |
105
| – | – | ﹤0.01% | 210 |
|
|
2023
Q1 | $15.9K | Hold |
105
| – | – | ﹤0.01% | 199 |
|
|
2022
Q4 | $13.1K | Buy |
+105
| New | +$13.1K | ﹤0.01% | 203 |
|