Dale Q Rice Investment Management’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
$963K Sell
3,722
-2,488
-40% -$644K 0.8% 19
2025
Q1
$1.28M Sell
6,210
-222
-3% -$45.8K 0.66% 25
2024
Q4
$1.5M Buy
+6,432
New +$1.5M 0.66% 24