Canopy 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 | – | Sell |
-1,000
| Closed | -$206K | – | 234 |
|
|
2025
Q1 | $206K | Sell |
1,000
-168
| -14% | -$34.7K | 0.08% | 192 |
|
|
2024
Q4 | $272K | Hold |
1,168
| – | – | 0.1% | 149 |
|
|
2024
Q3 | $264K | Sell |
1,168
-500
| -30% | -$113K | 0.11% | 150 |
|
|
2024
Q2 | $377K | Buy |
1,668
+25
| +2% | +$5.66K | 0.18% | 113 |
|
|
2024
Q1 | $342K | Hold |
1,643
| – | – | 0.17% | 116 |
|
|
2023
Q4 | $316K | Buy |
+1,643
| New | +$316K | 0.19% | 104 |
|