Forum Financial Management’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 | $2.18M | Buy |
8,624
+1,292
| +18% | +$327K | 0.03% | 114 |
|
|
2025
Q1 | $1.51M | Sell |
7,332
-2,810
| -28% | -$580K | 0.03% | 152 |
|
|
2024
Q4 | $2.36M | Buy |
10,142
+397
| +4% | +$92.3K | 0.04% | 99 |
|
|
2024
Q3 | $2.2M | Sell |
9,745
-381
| -4% | -$86K | 0.04% | 94 |
|
|
2024
Q2 | $2.29M | Buy |
10,126
+2,784
| +38% | +$630K | 0.04% | 82 |
|
|
2024
Q1 | $1.53M | Sell |
7,342
-93
| -1% | -$19.4K | 0.03% | 149 |
|
|
2023
Q4 | $1.43M | Buy |
7,435
+106
| +1% | +$20.4K | 0.03% | 126 |
|
|
2023
Q3 | $1.2M | Buy |
7,329
+16
| +0.2% | +$2.62K | 0.03% | 139 |
|
|
2023
Q2 | $1.27M | Buy |
7,313
+22
| +0.3% | +$3.83K | 0.03% | 129 |
|
|
2023
Q1 | $1.1M | Buy |
7,291
+1,339
| +22% | +$202K | 0.03% | 131 |
|
|
2022
Q4 | $741K | Buy |
5,952
+694
| +13% | +$86.4K | 0.02% | 184 |
|
|
2022
Q3 | $625K | Sell |
5,258
-387
| -7% | -$46K | 0.03% | 181 |
|
|
2022
Q2 | $718K | Sell |
5,645
-1
| -0% | -$127 | 0.04% | 163 |
|
|
2022
Q1 | $897K | Buy |
5,646
+4,128
| +272% | +$656K | 0.04% | 141 |
|
|
2021
Q4 | $264K | Buy |
+1,518
| New | +$264K | 0.01% | 476 |
|