Dodds Wealth’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 | $5.7M | Sell |
22,495
-27
| -0.1% | -$6.84K | 1.53% | 10 |
|
|
2025
Q1 | $4.65M | Sell |
22,522
-777
| -3% | -$160K | 1.52% | 13 |
|
|
2024
Q4 | $5.62M | Buy |
23,299
+2,278
| +11% | +$550K | 1.81% | 13 |
|
|
2024
Q3 | $4.84M | Buy |
21,021
+2,496
| +13% | +$575K | 1.61% | 14 |
|
|
2024
Q2 | $4.34M | Sell |
18,525
-197
| -1% | -$46.2K | 1.69% | 12 |
|
|
2024
Q1 | $3.9M | Buy |
18,722
+697
| +4% | +$145K | 1.59% | 12 |
|
|
2023
Q4 | $3.47M | Buy |
+18,025
| New | +$3.47M | 1.78% | 12 |
|