Evernest Financial Advisors’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 | $272K | Hold |
1,075
| – | – | 0.09% | 143 |
|
|
2025
Q1 | $222K | Sell |
1,075
-647
| -38% | -$134K | 0.08% | 142 |
|
|
2024
Q4 | $400K | Sell |
1,722
-71
| -4% | -$16.5K | 0.1% | 117 |
|
|
2024
Q3 | $405K | Buy |
1,793
+197
| +12% | +$44.5K | 0.11% | 112 |
|
|
2024
Q2 | $361K | Hold |
1,596
| – | – | 0.16% | 96 |
|
|
2024
Q1 | $307K | Sell |
1,596
-47
| -3% | -$9.05K | 0.15% | 104 |
|
|
2023
Q4 | $316K | Buy |
+1,643
| New | +$316K | 0.16% | 106 |
|
|
2021
Q4 | $332K | Buy |
+1,596
| New | +$332K | 0.17% | 94 |
|