Capital Advisors 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 | $296K | Buy |
1,169
+34
| +3% | +$8.61K | 0.05% | 154 |
|
|
2025
Q1 | $234K | Sell |
1,135
-13
| -1% | -$2.69K | 0.04% | 162 |
|
|
2024
Q4 | $267K | Buy |
1,148
+3
| +0.3% | +$698 | 0.05% | 143 |
|
|
2024
Q3 | $258K | Sell |
1,145
-8
| -0.7% | -$1.81K | 0.05% | 139 |
|
|
2024
Q2 | $261K | Buy |
1,153
+102
| +10% | +$23.1K | 0.05% | 125 |
|
|
2024
Q1 | $219K | Sell |
1,051
-29
| -3% | -$6.04K | 0.05% | 141 |
|
|
2023
Q4 | $208K | Buy |
+1,080
| New | +$208K | 0.05% | 137 |
|