Atlanta Consulting Group Advisors’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 | $228K | Buy |
+900
| New | +$228K | 0.06% | 117 |
|
2025
Q1 | – | Sell |
-1,282
| Closed | -$298K | – | 132 |
|
2024
Q4 | $298K | Sell |
1,282
-10,620
| -89% | -$2.47M | 0.11% | 100 |
|
2024
Q3 | $2.69M | Buy |
11,902
+11,002
| +1,222% | +$2.48M | 0.67% | 26 |
|
2024
Q2 | $204K | Sell |
900
-223
| -20% | -$50.4K | 0.04% | 113 |
|
2024
Q1 | $234K | Buy |
+1,123
| New | +$234K | 0.08% | 116 |
|