Aries 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 | $961K | Sell |
3,795
-162
| -4% | -$41K | 0.25% | 93 |
|
|
2025
Q1 | $817K | Buy |
3,957
+77
| +2% | +$15.9K | 0.22% | 100 |
|
|
2024
Q4 | $902K | Sell |
3,880
-48
| -1% | -$11.2K | 0.25% | 93 |
|
|
2024
Q3 | $887K | Hold |
3,928
| – | – | 0.24% | 94 |
|
|
2024
Q2 | $889K | Buy |
3,928
+115
| +3% | +$26K | 0.28% | 86 |
|
|
2024
Q1 | $794K | Hold |
3,813
| – | – | 0.26% | 94 |
|
|
2023
Q4 | $734K | Sell |
3,813
-45
| -1% | -$8.66K | 0.26% | 92 |
|
|
2023
Q3 | $657K | Sell |
3,858
-290
| -7% | -$49.4K | 0.26% | 95 |
|
|
2023
Q2 | $721K | Sell |
4,148
-325
| -7% | -$56.5K | 0.28% | 90 |
|
|
2023
Q1 | $675K | Sell |
4,473
-114
| -2% | -$17.2K | 0.28% | 93 |
|
|
2022
Q4 | $571K | Hold |
4,587
| – | – | 0.25% | 101 |
|
|
2022
Q3 | $587K | Sell |
4,587
-240
| -5% | -$30.7K | 0.26% | 93 |
|
|
2022
Q2 | $614K | Buy |
+4,827
| New | +$614K | 0.28% | 86 |
|
|
2022
Q1 | – | Sell |
-3,872
| Closed | -$673K | – | 235 |
|
|
2021
Q4 | $673K | Buy |
3,872
+590
| +18% | +$103K | 0.26% | 89 |
|
|
2021
Q3 | $490K | Buy |
3,282
+525
| +19% | +$78.4K | 0.21% | 102 |
|
|
2021
Q2 | $407K | Buy |
2,757
+80
| +3% | +$11.8K | 0.17% | 118 |
|
|
2021
Q1 | $377K | Buy |
2,677
+195
| +8% | +$27.5K | 0.17% | 116 |
|
|
2020
Q4 | $325K | Hold |
2,482
| – | – | 0.16% | 113 |
|
|
2020
Q3 | $290K | Sell |
2,482
-20
| -0.8% | -$2.34K | 0.16% | 111 |
|
|
2020
Q2 | $261K | Sell |
2,502
-104
| -4% | -$10.8K | 0.16% | 115 |
|
|
2020
Q1 | $204K | Sell |
2,606
-526
| -17% | -$41.2K | 0.16% | 121 |
|
|
2019
Q4 | $290K | Hold |
3,132
| – | – | 0.18% | 115 |
|
|
2019
Q3 | $255K | Buy |
3,132
+229
| +8% | +$18.6K | 0.17% | 119 |
|
|
2019
Q2 | $232K | Buy |
+2,903
| New | +$232K | 0.16% | 131 |
|