Cyndeo Wealth Partners’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 | $1.32M | Sell |
5,205
-70
| -1% | -$17.7K | 0.08% | 195 |
|
|
2025
Q1 | $1.09M | Buy |
5,275
+209
| +4% | +$43.2K | 0.07% | 205 |
|
|
2024
Q4 | $1.18M | Hold |
5,066
| – | – | 0.08% | 201 |
|
|
2024
Q3 | $1.14M | Buy |
5,066
+201
| +4% | +$45.4K | 0.08% | 204 |
|
|
2024
Q2 | $1.1M | Sell |
4,865
-22
| -0.5% | -$4.98K | 0.09% | 200 |
|
|
2024
Q1 | $1.02M | Sell |
4,887
-38
| -0.8% | -$7.91K | 0.08% | 199 |
|
|
2023
Q4 | $948K | Buy |
4,925
+119
| +2% | +$22.9K | 0.09% | 188 |
|
|
2023
Q3 | $788K | Buy |
4,806
+94
| +2% | +$15.4K | 0.08% | 190 |
|
|
2023
Q2 | $819K | Buy |
4,712
+21
| +0.4% | +$3.65K | 0.09% | 180 |
|
|
2023
Q1 | $708K | Sell |
4,691
-33
| -0.7% | -$4.98K | 0.08% | 195 |
|
|
2022
Q4 | $588K | Buy |
+4,724
| New | +$588K | 0.07% | 202 |
|