Financial Perspectives’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 | $40.5K | Hold |
160
| – | – | 0.01% | 330 |
|
|
2025
Q1 | $33K | Sell |
160
-316
| -66% | -$65.2K | 0.01% | 344 |
|
|
2024
Q4 | $111K | Buy |
476
+1
| +0.2% | +$232 | 0.04% | 202 |
|
|
2024
Q3 | $107K | Hold |
475
| – | – | 0.04% | 204 |
|
|
2024
Q2 | $107K | Buy |
475
+1
| +0.2% | +$226 | 0.04% | 195 |
|
|
2024
Q1 | $98.7K | Hold |
474
| – | – | 0.04% | 205 |
|
|
2023
Q4 | $91.1K | Buy |
474
+1
| +0.2% | +$192 | 0.04% | 210 |
|
|
2023
Q3 | $77.5K | Buy |
473
+1
| +0.2% | +$164 | 0.04% | 211 |
|
|
2023
Q2 | $82.1K | Buy |
472
+1
| +0.2% | +$174 | 0.04% | 214 |
|
|
2023
Q1 | $71.2K | Hold |
471
| – | – | 0.03% | 228 |
|
|
2022
Q4 | $58.6K | Buy |
471
+1
| +0.2% | +$124 | 0.03% | 234 |
|
|
2022
Q3 | $55.8K | Buy |
470
+1
| +0.2% | +$119 | 0.03% | 225 |
|
|
2022
Q2 | $59.6K | Buy |
469
+1
| +0.2% | +$127 | 0.03% | 223 |
|
|
2022
Q1 | $74.4K | Hold |
468
| – | – | 0.03% | 218 |
|
|
2021
Q4 | $81.3K | Buy |
468
+1
| +0.2% | +$174 | 0.04% | 196 |
|
|
2021
Q3 | $69.8K | Hold |
467
| – | – | 0.04% | 202 |
|
|
2021
Q2 | $68.9K | Sell |
467
-61,445
| -99% | -$9.07M | 0.03% | 224 |
|
|
2021
Q1 | $466K | Buy |
61,912
+61,446
| +13,186% | +$462K | 0.02% | 299 |
|
|
2020
Q4 | $60.5K | Buy |
466
+306
| +191% | +$39.7K | 0.03% | 207 |
|
|
2020
Q3 | $18.7K | Hold |
160
| – | – | 0.01% | 301 |
|
|
2020
Q2 | $16.7K | Hold |
160
| – | – | 0.01% | 304 |
|
|
2020
Q1 | $12.9K | Hold |
160
| – | – | 0.01% | 295 |
|
|
2019
Q4 | $14.7K | Buy |
+160
| New | +$14.7K | 0.01% | 291 |
|