Convergence Financial’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
Q2 | $14.9M | Buy |
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|
2025
Q1 | $10.8M | Buy |
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|
2024
Q4 | $11.6M | Buy |
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|
2024
Q3 | $9.61M | Buy |
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|
2024
Q2 | $8.38M | Sell |
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|
2024
Q1 | $7.77M | Sell |
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|
2023
Q4 | $8.45M | Sell |
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|
2023
Q3 | $7.45M | Sell |
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|
2023
Q2 | $8.4M | Buy |
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|
2023
Q1 | $7.17M | Buy |
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|
2022
Q4 | $5.83M | Buy |
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|
2022
Q3 | $5.42M | Buy |
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|
2022
Q2 | $5.69M | Buy |
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|
2022
Q1 | $362K | Buy |
|