Destination Wealth 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
Q1 | – | Sell |
-1,089
| Closed | -$253K | – | 244 |
|
|
2024
Q4 | $253K | Buy |
+1,089
| New | +$253K | 0.01% | 214 |
|
|
2019
Q3 | – | Sell |
-1,147
| Closed | -$90K | – | 516 |
|
|
2019
Q2 | $90K | Sell |
1,147
-659
| -36% | -$51.7K | 0.01% | 197 |
|
|
2019
Q1 | $134K | Buy |
1,806
+526
| +41% | +$39K | 0.01% | 163 |
|
|
2018
Q4 | $79K | Sell |
1,280
-227
| -15% | -$14K | ﹤0.01% | 206 |
|
|
2018
Q3 | $114K | Buy |
1,507
+177
| +13% | +$13.4K | 0.01% | 193 |
|
|
2018
Q2 | $92K | Buy |
1,330
+1,055
| +384% | +$73K | 0.01% | 191 |
|
|
2018
Q1 | $23K | Buy |
+275
| New | +$23K | ﹤0.01% | 325 |
|