Coppell Advisory Solutions’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 | $493K | Buy |
+1,966
| New | +$493K | 0.06% | 242 |
|
|
2025
Q1 | – | Sell |
-219
| Closed | -$51.3K | – | 1909 |
|
|
2024
Q4 | $51.3K | Buy |
219
+119
| +119% | +$27.9K | 0.01% | 574 |
|
|
2024
Q3 | $22.5K | Buy |
100
+26
| +35% | +$5.85K | ﹤0.01% | 824 |
|
|
2024
Q2 | $16.7K | Buy |
+74
| New | +$16.7K | ﹤0.01% | 853 |
|
|
2023
Q4 | $53.3K | Buy |
+277
| New | +$53.3K | 0.01% | 476 |
|
|
2023
Q3 | – | Sell |
-37
| Closed | -$6.33K | – | 1580 |
|
|
2023
Q2 | $6.33K | Buy |
+37
| New | +$6.33K | ﹤0.01% | 803 |
|