Daymark 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 | $846K | Buy |
3,341
+212
| +7% | +$53.7K | 0.03% | 286 |
|
2025
Q1 | $646K | Buy |
3,129
+91
| +3% | +$18.8K | 0.03% | 299 |
|
2024
Q4 | $706K | Sell |
3,038
-35
| -1% | -$8.14K | 0.03% | 281 |
|
2024
Q3 | $694K | Sell |
3,073
-47
| -2% | -$10.6K | 0.03% | 292 |
|
2024
Q2 | $706K | Buy |
3,120
+490
| +19% | +$111K | 0.03% | 286 |
|
2024
Q1 | $548K | Sell |
2,630
-417
| -14% | -$86.8K | 0.03% | 256 |
|
2023
Q4 | $586K | Sell |
3,047
-13
| -0.4% | -$2.5K | 0.04% | 244 |
|
2023
Q3 | $502K | Sell |
3,060
-1,006
| -25% | -$165K | 0.03% | 242 |
|
2023
Q2 | $707K | Buy |
4,066
+453
| +13% | +$78.8K | 0.05% | 197 |
|
2023
Q1 | $546K | Buy |
+3,613
| New | +$546K | 0.07% | 179 |
|