Central Valley Advisors’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 | $305K | Hold |
1,205
| – | – | 0.1% | 113 |
|
|
2025
Q1 | $249K | Hold |
1,205
| – | – | 0.09% | 110 |
|
|
2024
Q4 | $280K | Hold |
1,205
| – | – | 0.13% | 117 |
|
|
2024
Q3 | $272K | Buy |
+1,205
| New | +$272K | 0.15% | 109 |
|
|
2024
Q2 | – | Sell |
-1,205
| Closed | -$251K | – | 196 |
|
|
2024
Q1 | $251K | Hold |
1,205
| – | – | 0.13% | 125 |
|
|
2023
Q4 | $232K | Buy |
+1,205
| New | +$232K | 0.14% | 124 |
|