CYG
Clean Yield Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $241K | Hold |
952
| – | – | 0.07% | 115 |
|
2025
Q1 | $197K | Hold |
952
| – | – | 0.06% | 128 |
|
2024
Q4 | $221K | Hold |
952
| – | – | 0.07% | 127 |
|
2024
Q3 | $215K | Hold |
952
| – | – | 0.07% | 124 |
|
2024
Q2 | $215K | Hold |
952
| – | – | 0.08% | 120 |
|
2024
Q1 | $198K | Sell |
952
-100
| -10% | -$20.8K | 0.08% | 126 |
|
2023
Q4 | $202K | Hold |
1,052
| – | – | 0.09% | 121 |
|
2023
Q3 | $180K | Hold |
1,052
| – | – | 0.08% | 122 |
|
2023
Q2 | $183K | Hold |
1,052
| – | – | 0.08% | 123 |
|
2023
Q1 | $159K | Sell |
1,052
-700
| -40% | -$106K | 0.07% | 138 |
|
2022
Q4 | $218K | Buy |
1,752
+300
| +21% | +$37.3K | 0.09% | 125 |
|
2022
Q3 | $172K | Hold |
1,452
| – | – | 0.08% | 134 |
|
2022
Q2 | $185K | Sell |
1,452
-100
| -6% | -$12.7K | 0.08% | 140 |
|
2022
Q1 | $247K | Sell |
1,552
-189
| -11% | -$30.1K | 0.09% | 129 |
|
2021
Q4 | $303K | Sell |
1,741
-100
| -5% | -$17.4K | 0.1% | 127 |
|
2021
Q3 | $275K | Buy |
1,841
+776
| +73% | +$116K | 0.09% | 130 |
|
2021
Q2 | $157K | Buy |
+1,065
| New | +$157K | 0.05% | 162 |
|
2021
Q1 | – | Sell |
-677
| Closed | -$88K | – | 393 |
|
2020
Q4 | $88K | Buy |
+677
| New | +$88K | 0.03% | 198 |
|