Autumn Glory Partners’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 | $938K | Sell |
3,705
-67
| -2% | -$17K | 0.44% | 64 |
|
|
2025
Q1 | $779K | Hold |
3,772
| – | – | 0.39% | 76 |
|
|
2024
Q4 | $877K | Sell |
3,772
-55
| -1% | -$12.8K | 0.43% | 68 |
|
|
2024
Q3 | $864K | Hold |
3,827
| – | – | 0.33% | 82 |
|
|
2024
Q2 | $866K | Hold |
3,827
| – | – | 0.44% | 67 |
|
|
2024
Q1 | $797K | Buy |
3,827
+33
| +0.9% | +$6.87K | 0.39% | 72 |
|
|
2023
Q4 | $731K | Buy |
3,794
+258
| +7% | +$49.7K | 0.42% | 73 |
|
|
2023
Q3 | $580K | Sell |
3,536
-479
| -12% | -$78.5K | 0.35% | 77 |
|
|
2023
Q2 | $698K | Sell |
4,015
-136
| -3% | -$23.6K | 0.51% | 59 |
|
|
2023
Q1 | $627K | Buy |
4,151
+887
| +27% | +$134K | 0.54% | 53 |
|
|
2022
Q4 | $406K | Sell |
3,264
-378
| -10% | -$47K | 0.22% | 122 |
|
|
2022
Q3 | $433K | Buy |
3,642
+522
| +17% | +$62.1K | 0.29% | 86 |
|
|
2022
Q2 | $397K | Sell |
3,120
-327
| -9% | -$41.6K | 0.29% | 85 |
|
|
2022
Q1 | $548K | Sell |
3,447
-1,102
| -24% | -$175K | 0.32% | 94 |
|
|
2021
Q4 | $791K | Buy |
+4,549
| New | +$791K | 0.33% | 77 |
|