Birchcreek 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 | $217K | Buy |
+858
| New | +$217K | 0.12% | 108 |
|
|
2024
Q3 | – | Sell |
-16,928
| Closed | -$3.83M | – | 155 |
|
|
2024
Q2 | $3.83M | Sell |
16,928
-3,791
| -18% | -$858K | 2.16% | 10 |
|
|
2024
Q1 | $4.32M | Buy |
20,719
+764
| +4% | +$159K | 2.27% | 9 |
|
|
2023
Q4 | $3.84M | Buy |
19,955
+2,307
| +13% | +$444K | 2.3% | 10 |
|
|
2023
Q3 | $2.89M | Buy |
17,648
+8,598
| +95% | +$1.41M | 1.96% | 11 |
|
|
2023
Q2 | $1.57M | Buy |
9,050
+5,201
| +135% | +$904K | 1.1% | 22 |
|
|
2023
Q1 | $581K | Buy |
+3,849
| New | +$581K | 0.46% | 58 |
|