Elwood & Goetz Wealth Advisory Group’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 | $1.49M | Buy |
5,896
+2,444
| +71% | +$619K | 0.32% | 30 |
|
|
2025
Q1 | $713K | Buy |
3,452
+1
| +0% | +$206 | 0.17% | 36 |
|
|
2024
Q4 | $802K | Buy |
3,451
+13
| +0.4% | +$3.02K | 0.2% | 37 |
|
|
2024
Q3 | $776K | Buy |
3,438
+2
| +0.1% | +$452 | 0.19% | 36 |
|
|
2024
Q2 | $777K | Sell |
3,436
-29
| -0.8% | -$6.56K | 0.22% | 32 |
|
|
2024
Q1 | $722K | Buy |
3,465
+28
| +0.8% | +$5.83K | 0.18% | 40 |
|
|
2023
Q4 | $662K | Sell |
3,437
-597
| -15% | -$115K | 0.14% | 42 |
|
|
2023
Q3 | $661K | Sell |
4,034
-3
| -0.1% | -$492 | 0.15% | 40 |
|
|
2023
Q2 | $702K | Sell |
4,037
-14
| -0.3% | -$2.43K | 0.16% | 36 |
|
|
2023
Q1 | $612K | Buy |
4,051
+1,608
| +66% | +$243K | 0.15% | 37 |
|
|
2022
Q4 | $304K | Sell |
2,443
-1,409
| -37% | -$175K | 0.09% | 48 |
|
|
2022
Q3 | $458K | Buy |
3,852
+1,270
| +49% | +$151K | 0.15% | 40 |
|
|
2022
Q2 | $328K | Buy |
2,582
+364
| +16% | +$46.2K | 0.11% | 47 |
|
|
2022
Q1 | $353K | Buy |
2,218
+676
| +44% | +$108K | 0.11% | 47 |
|
|
2021
Q4 | $268K | Buy |
+1,542
| New | +$268K | 0.08% | 52 |
|