FRG Family Wealth 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 | $342K | Hold |
1,349
| – | – | 0.06% | 122 |
|
|
2025
Q1 | $279K | Hold |
1,349
| – | – | 0.05% | 135 |
|
|
2024
Q4 | $314K | Hold |
1,349
| – | – | 0.06% | 123 |
|
|
2024
Q3 | $305K | Hold |
1,349
| – | – | 0.05% | 128 |
|
|
2024
Q2 | $271K | Hold |
1,349
| – | – | 0.05% | 129 |
|
|
2024
Q1 | $265K | Hold |
1,349
| – | – | 0.05% | 127 |
|
|
2023
Q4 | $260K | Buy |
+1,349
| New | +$260K | 0.05% | 130 |
|