DJYG
David J. Yvars Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.04M | Sell |
12,004
-1,041
| -8% | -$264K | 1.78% | 15 |
|
|
2025
Q1 | $2.69M | Sell |
13,045
-209
| -2% | -$43.2K | 2.12% | 11 |
|
|
2024
Q4 | $3.08M | Buy |
13,254
+146
| +1% | +$33.9K | 1.88% | 18 |
|
|
2024
Q3 | $2.96M | Sell |
13,108
-566
| -4% | -$128K | 1.83% | 17 |
|
|
2024
Q2 | $3.09M | Buy |
13,674
+1,017
| +8% | +$230K | 1.94% | 17 |
|
|
2024
Q1 | $2.64M | Buy |
12,657
+507
| +4% | +$106K | 1.78% | 17 |
|
|
2023
Q4 | $2.34M | Buy |
12,150
+902
| +8% | +$174K | 1.88% | 16 |
|
|
2023
Q3 | $1.84M | Buy |
11,248
+38
| +0.3% | +$6.23K | 1.54% | 19 |
|
|
2023
Q2 | $1.95M | Buy |
11,210
+3,640
| +48% | +$633K | 1.61% | 17 |
|
|
2023
Q1 | $1.14M | Buy |
7,570
+425
| +6% | +$64.2K | 1.03% | 23 |
|
|
2022
Q4 | $889K | Sell |
7,145
-46,088
| -87% | -$5.74M | 1.11% | 18 |
|
|
2022
Q3 | $6.32M | Buy |
53,233
+44,417
| +504% | +$5.28M | 7.03% | 3 |
|
|
2022
Q2 | $1.12M | Sell |
8,816
-109
| -1% | -$13.9K | 1.53% | 13 |
|
|
2022
Q1 | $1.42M | Sell |
8,925
-12
| -0.1% | -$1.91K | 0.99% | 24 |
|
|
2021
Q4 | $1.55M | Buy |
8,937
+1,114
| +14% | +$194K | 0.96% | 21 |
|
|
2021
Q3 | $1.19M | Buy |
7,823
+1,049
| +15% | +$159K | 0.69% | 23 |
|
|
2021
Q2 | $1M | Sell |
6,774
-324
| -5% | -$47.8K | 0.56% | 29 |
|
|
2021
Q1 | $941K | Buy |
7,098
+177
| +3% | +$23.5K | 0.6% | 29 |
|
|
2020
Q4 | $900K | Buy |
+6,921
| New | +$900K | 0.61% | 25 |
|