Comprehensive Financial Consultants Institutional’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 | $626K | Buy |
2,471
+35
| +1% | +$8.86K | 0.21% | 120 |
|
|
2025
Q1 | $503K | Sell |
2,436
-51
| -2% | -$10.5K | 0.18% | 124 |
|
|
2024
Q4 | $578K | Buy |
2,487
+62
| +3% | +$14.4K | 0.21% | 112 |
|
|
2024
Q3 | $547K | Sell |
2,425
-118
| -5% | -$26.6K | 0.2% | 118 |
|
|
2024
Q2 | $575K | Buy |
2,543
+1,497
| +143% | +$339K | 0.23% | 110 |
|
|
2024
Q1 | $218K | Hold |
1,046
| – | – | 0.09% | 151 |
|
|
2023
Q4 | $201K | Buy |
+1,046
| New | +$201K | 0.09% | 151 |
|
|
2022
Q1 | – | Sell |
-935
| Closed | -$144K | – | 505 |
|
|
2021
Q4 | $144K | Buy |
+935
| New | +$144K | 0.09% | 174 |
|