Black Diamond Financial’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 | $1.92M | Hold |
7,587
| – | – | 0.3% | 50 |
|
|
2025
Q1 | $1.57M | Hold |
7,587
| – | – | 0.24% | 56 |
|
|
2024
Q4 | $1.76M | Hold |
7,587
| – | – | 0.26% | 54 |
|
|
2024
Q3 | $1.71M | Buy |
7,587
+984
| +15% | +$222K | 0.29% | 50 |
|
|
2024
Q2 | $1.49M | Hold |
6,603
| – | – | 0.29% | 53 |
|
|
2024
Q1 | $1.27M | Hold |
6,603
| – | – | 0.34% | 43 |
|
|
2023
Q4 | $1.27M | Sell |
6,603
-515
| -7% | -$99.1K | 0.34% | 43 |
|
|
2023
Q3 | $1.17M | Buy |
7,118
+515
| +8% | +$84.4K | 0.36% | 42 |
|
|
2023
Q2 | $1.15M | Hold |
6,603
| – | – | 0.34% | 42 |
|
|
2023
Q1 | $997K | Buy |
6,603
+93
| +1% | +$14K | 0.33% | 43 |
|
|
2022
Q4 | $810K | Hold |
6,510
| – | – | 0.29% | 44 |
|
|
2022
Q3 | $773K | Sell |
6,510
-2,247
| -26% | -$267K | 0.31% | 46 |
|
|
2022
Q2 | $1.11M | Sell |
8,757
-719
| -8% | -$91.4K | 0.44% | 38 |
|
|
2022
Q1 | $1.51M | Buy |
+9,476
| New | +$1.51M | 0.48% | 35 |
|