Capital Asset Advisory Services’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.55M | Buy |
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|
2025
Q2 | $3.15M | Sell |
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|
2025
Q1 | $4.44M | Sell |
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|
2024
Q4 | $5.22M | Sell |
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|
2024
Q3 | $5.19M | Buy |
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|
2024
Q2 | $5.18M | Buy |
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|
2024
Q1 | $4.5M | Buy |
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|
2023
Q4 | $4.08M | Sell |
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|
2023
Q3 | $3.75M | Buy |
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|
2023
Q2 | $233K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $117K | Sell |
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|
2022
Q2 | $140K | Sell |
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|
2022
Q1 | $192K | Sell |
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|
2021
Q4 | $225K | Sell |
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|
2021
Q3 | $317K | Sell |
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|
2021
Q2 | $493K | Buy |
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|
2021
Q1 | $373K | Sell |
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|
2020
Q4 | $369K | Buy |
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|
2020
Q3 | $295K | Sell |
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|
2020
Q2 | $296K | Buy |
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|
2020
Q1 | $134K | Buy |
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|
2019
Q4 | $146K | Buy |
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