Founders Financial Alliance’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 | $1.58M | Buy |
6,250
+62
| +1% | +$15.7K | 0.36% | 65 |
|
|
2025
Q1 | $1.28M | Buy |
6,188
+726
| +13% | +$150K | 0.31% | 78 |
|
|
2024
Q4 | $1.27M | Buy |
5,462
+11
| +0.2% | +$2.56K | 0.35% | 63 |
|
|
2024
Q3 | $1.23M | Buy |
5,451
+59
| +1% | +$13.3K | 0.34% | 67 |
|
|
2024
Q2 | $1.22M | Buy |
5,392
+958
| +22% | +$217K | 0.36% | 62 |
|
|
2024
Q1 | $923K | Sell |
4,434
-2
| -0% | -$417 | 0.28% | 84 |
|
|
2023
Q4 | $854K | Sell |
4,436
-94
| -2% | -$18.1K | 0.33% | 72 |
|
|
2023
Q3 | $743K | Sell |
4,530
-147
| -3% | -$24.1K | 0.32% | 75 |
|
|
2023
Q2 | $813K | Buy |
4,677
+106
| +2% | +$18.4K | 0.32% | 73 |
|
|
2023
Q1 | $689K | Sell |
4,571
-365
| -7% | -$55K | 0.34% | 71 |
|
|
2022
Q4 | $614K | Sell |
4,936
-58
| -1% | -$7.22K | 0.28% | 82 |
|
|
2022
Q3 | $593K | Sell |
4,994
-2,198
| -31% | -$261K | 0.3% | 79 |
|
|
2022
Q2 | $914K | Buy |
7,192
+1,497
| +26% | +$190K | 0.46% | 55 |
|
|
2022
Q1 | $905K | Sell |
5,695
-1,495
| -21% | -$238K | 0.4% | 61 |
|
|
2021
Q4 | $1.25M | Sell |
7,190
-168
| -2% | -$29.2K | 0.5% | 52 |
|
|
2021
Q3 | $1.1M | Buy |
7,358
+128
| +2% | +$19.1K | 0.51% | 51 |
|
|
2021
Q2 | $1.07M | Buy |
7,230
+284
| +4% | +$42K | 0.49% | 49 |
|
|
2021
Q1 | $919K | Buy |
6,946
+8
| +0.1% | +$1.06K | 0.45% | 52 |
|
|
2020
Q4 | $905K | Buy |
6,938
+736
| +12% | +$96K | 0.51% | 47 |
|
|
2020
Q3 | $725K | Buy |
+6,202
| New | +$725K | 0.43% | 48 |
|