Cahaba 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 | – | Sell |
-1,270
| Closed | -$262K | – | 162 |
|
|
2025
Q1 | $262K | Buy |
1,270
+8
| +0.6% | +$1.65K | 0.02% | 124 |
|
|
2024
Q4 | $293K | Hold |
1,262
| – | – | 0.02% | 117 |
|
|
2024
Q3 | $285K | Buy |
1,262
+1
| +0.1% | +$226 | 0.02% | 124 |
|
|
2024
Q2 | $285K | Hold |
1,261
| – | – | 0.03% | 120 |
|
|
2024
Q1 | $263K | Buy |
1,261
+1
| +0.1% | +$208 | 0.02% | 127 |
|
|
2023
Q4 | $243K | Buy |
1,260
+1
| +0.1% | +$192 | 0.02% | 126 |
|
|
2023
Q3 | $206K | Sell |
1,259
-185
| -13% | -$30.3K | 0.02% | 137 |
|
|
2023
Q2 | $251K | Buy |
+1,444
| New | +$251K | 0.03% | 124 |
|