Cardinal Point Capital 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 | $1.53M | Buy |
6,041
+4,585
| +315% | +$1.16M | 0.12% | 83 |
|
|
2025
Q1 | $301K | Hold |
1,456
| – | – | 0.03% | 151 |
|
|
2024
Q4 | $339K | Hold |
1,456
| – | – | 0.05% | 68 |
|
|
2024
Q3 | $329K | Hold |
1,456
| – | – | 0.05% | 68 |
|
|
2024
Q2 | $329K | Buy |
1,456
+320
| +28% | +$72.4K | 0.06% | 64 |
|
|
2024
Q1 | $237K | Hold |
1,136
| – | – | 0.05% | 65 |
|
|
2023
Q4 | $219K | Buy |
+1,136
| New | +$219K | 0.05% | 64 |
|
|
2023
Q3 | – | Sell |
-1,336
| Closed | -$232K | – | 77 |
|
|
2023
Q2 | $232K | Buy |
+1,336
| New | +$232K | 0.07% | 62 |
|