Cornell Pochily Investment 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 | $827K | Buy |
3,265
+15
| +0.5% | +$3.8K | 0.27% | 83 |
|
|
2025
Q1 | $671K | Sell |
3,250
-42
| -1% | -$8.67K | 0.24% | 97 |
|
|
2024
Q4 | $766K | Sell |
3,292
-25
| -0.8% | -$5.81K | 0.27% | 90 |
|
|
2024
Q3 | $749K | Buy |
3,317
+1
| +0% | +$226 | 0.26% | 91 |
|
|
2024
Q2 | $750K | Hold |
3,316
| – | – | 0.29% | 87 |
|
|
2024
Q1 | $691K | Buy |
3,316
+172
| +5% | +$35.8K | 0.27% | 89 |
|
|
2023
Q4 | $605K | Buy |
3,144
+169
| +6% | +$32.5K | 0.25% | 99 |
|
|
2023
Q3 | $488K | Buy |
2,975
+1
| +0% | +$164 | 0.21% | 105 |
|
|
2023
Q2 | $517K | Sell |
2,974
-250
| -8% | -$43.5K | 0.21% | 107 |
|
|
2023
Q1 | $490K | Sell |
3,224
-2,862
| -47% | -$435K | 0.21% | 111 |
|
|
2022
Q4 | $757K | Buy |
6,086
+2,764
| +83% | +$344K | 0.34% | 86 |
|
|
2022
Q3 | $395K | Buy |
3,322
+26
| +0.8% | +$3.09K | 0.17% | 121 |
|
|
2022
Q2 | $419K | Sell |
3,296
-499
| -13% | -$63.4K | 0.19% | 122 |
|
|
2022
Q1 | $603K | Buy |
3,795
+1
| +0% | +$159 | 0.23% | 104 |
|
|
2021
Q4 | $660K | Buy |
3,794
+538
| +17% | +$93.6K | 0.26% | 98 |
|
|
2021
Q3 | $486K | Buy |
3,256
+435
| +15% | +$64.9K | 0.21% | 107 |
|
|
2021
Q2 | $417K | Sell |
2,821
-160
| -5% | -$23.7K | 0.18% | 114 |
|
|
2021
Q1 | $396K | Buy |
2,981
+125
| +4% | +$16.6K | 0.19% | 111 |
|
|
2020
Q4 | $371K | Buy |
2,856
+681
| +31% | +$88.5K | 0.18% | 110 |
|
|
2020
Q3 | $254K | Buy |
+2,175
| New | +$254K | 0.15% | 125 |
|