Elevated Capital Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Hold |
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|
2025
Q1 | $503K | Sell |
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|
2024
Q4 | $585K | Sell |
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|
2024
Q3 | $2.91M | Buy |
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|
2024
Q2 | $2.89M | Buy |
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|
2024
Q1 | $2.59M | Sell |
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|
2023
Q4 | $2.41M | Buy |
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|
2023
Q3 | $1.92M | Sell |
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|
2023
Q2 | $2.06M | Sell |
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|
2023
Q1 | $1.88M | Sell |
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.84M | Buy |
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|
2022
Q1 | $2.49M | Buy |
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|
2021
Q3 | $2.25M | Buy |
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|
2021
Q1 | $1.82M | Buy |
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|
2020
Q4 | $1.48M | Buy |
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|
2020
Q3 | $1.19M | Buy |
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|
2020
Q2 | $1.2M | Buy |
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|
2019
Q4 | $541K | Buy |
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|
2019
Q1 | $915K | Buy |
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