Atticus 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 | $3.85M | Sell |
15,206
-210
| -1% | -$53.2K | 1.04% | 16 |
|
|
2025
Q1 | $3.18M | Sell |
15,416
-962
| -6% | -$199K | 1.04% | 19 |
|
|
2024
Q4 | $3.81M | Sell |
16,378
-288
| -2% | -$67K | 1.18% | 16 |
|
|
2024
Q3 | $3.76M | Sell |
16,666
-573
| -3% | -$129K | 1.21% | 15 |
|
|
2024
Q2 | $3.9M | Sell |
17,239
-1,364
| -7% | -$309K | 1.27% | 14 |
|
|
2024
Q1 | $3.87M | Sell |
18,603
-6,050
| -25% | -$1.26M | 1.27% | 14 |
|
|
2023
Q4 | $4.75M | Sell |
24,653
-2,293
| -9% | -$441K | 1.67% | 12 |
|
|
2023
Q3 | $4.42M | Buy |
26,946
+3,759
| +16% | +$616K | 1.69% | 12 |
|
|
2023
Q2 | $4.03M | Sell |
23,187
-1,375
| -6% | -$239K | 1.49% | 12 |
|
|
2023
Q1 | $3.71M | Sell |
24,562
-27,064
| -52% | -$4.09M | 1.42% | 13 |
|
|
2022
Q4 | $6.42M | Buy |
51,626
+6,196
| +14% | +$771K | 2.64% | 7 |
|
|
2022
Q3 | $5.78M | Hold |
45,430
| – | – | 2.79% | 7 |
|
|
2022
Q2 | $5.78M | Buy |
45,430
+2,781
| +7% | +$354K | 2.4% | 9 |
|
|
2022
Q1 | $6.78M | Buy |
42,649
+1,226
| +3% | +$195K | 2.47% | 8 |
|
|
2021
Q4 | $7.2M | Buy |
41,423
+1,121
| +3% | +$195K | 2.81% | 7 |
|
|
2021
Q3 | $6.02M | Sell |
40,302
-1,953
| -5% | -$292K | 2.64% | 6 |
|
|
2021
Q2 | $6.24M | Sell |
42,255
-392
| -0.9% | -$57.9K | 2.72% | 10 |
|
|
2021
Q1 | $5.66M | Sell |
42,647
-22,231
| -34% | -$2.95M | 2.7% | 10 |
|
|
2020
Q4 | $8.44M | Buy |
64,878
+2,334
| +4% | +$303K | 4.25% | 2 |
|
|
2020
Q3 | $7.3M | Buy |
62,544
+6,578
| +12% | +$768K | 4.35% | 2 |
|
|
2020
Q2 | $5.85M | Buy |
55,966
+6,188
| +12% | +$647K | 3.86% | 4 |
|
|
2020
Q1 | $4M | Sell |
49,778
-1,885
| -4% | -$152K | 3.23% | 7 |
|
|
2019
Q4 | $4.74M | Buy |
+51,663
| New | +$4.74M | 3.02% | 8 |
|