Fortis Group 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 | $24K | Hold |
95
| – | – | ﹤0.01% | 275 |
|
|
2025
Q1 | $19.6K | Hold |
95
| – | – | ﹤0.01% | 255 |
|
|
2024
Q4 | $22.1K | Hold |
95
| – | – | ﹤0.01% | 248 |
|
|
2024
Q3 | $21.4K | Hold |
95
| – | – | ﹤0.01% | 238 |
|
|
2024
Q2 | $21.5K | Sell |
95
-7,379
| -99% | -$1.67M | ﹤0.01% | 235 |
|
|
2024
Q1 | $1.56M | Buy |
7,474
+7,284
| +3,834% | +$1.52M | 0.29% | 72 |
|
|
2023
Q4 | $36.6K | Buy |
190
+95
| +100% | +$18.3K | 0.01% | 187 |
|
|
2023
Q3 | $15.6K | Buy |
+95
| New | +$15.6K | ﹤0.01% | 193 |
|
|
2020
Q3 | $818K | Buy |
+7,010
| New | +$818K | 0.16% | 73 |
|