Everhart Financial 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 | $409K | Sell |
1,617
-4
| -0.2% | -$1.01K | 0.05% | 253 |
|
|
2025
Q1 | $335K | Sell |
1,621
-5
| -0.3% | -$1.03K | 0.05% | 268 |
|
|
2024
Q4 | $378K | Sell |
1,626
-2
| -0.1% | -$465 | 0.08% | 230 |
|
|
2024
Q3 | $368K | Sell |
1,628
-378
| -19% | -$85.3K | 0.08% | 234 |
|
|
2024
Q2 | $454K | Buy |
2,006
+479
| +31% | +$108K | 0.12% | 172 |
|
|
2024
Q1 | $318K | Buy |
1,527
+98
| +7% | +$20.4K | 0.09% | 207 |
|
|
2023
Q4 | $275K | Buy |
+1,429
| New | +$275K | 0.1% | 193 |
|