Atlantic Private Wealth’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 | $256K | Hold |
1,012
| – | – | 0.17% | 45 |
|
|
2025
Q1 | $209K | Buy |
1,012
+203
| +25% | +$41.9K | 0.15% | 55 |
|
|
2024
Q4 | $188K | Hold |
809
| – | – | 0.14% | 46 |
|
|
2024
Q3 | $183K | Hold |
809
| – | – | 0.14% | 46 |
|
|
2024
Q2 | $183K | Hold |
809
| – | – | 0.15% | 40 |
|
|
2024
Q1 | $168K | Hold |
809
| – | – | 0.14% | 43 |
|
|
2023
Q4 | $156K | Hold |
809
| – | – | 0.14% | 43 |
|
|
2023
Q3 | $133K | Hold |
809
| – | – | 0.13% | 38 |
|
|
2023
Q2 | $141K | Buy |
809
+700
| +642% | +$122K | 0.14% | 40 |
|
|
2023
Q1 | $16.5K | Buy |
+109
| New | +$16.5K | 0.02% | 69 |
|