FSB Premier Wealth 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 | $717K | Buy |
2,833
+199
| +8% | +$50.4K | 0.26% | 101 |
|
|
2025
Q1 | $544K | Buy |
2,634
+604
| +30% | +$125K | 0.21% | 121 |
|
|
2024
Q4 | $472K | Buy |
2,030
+177
| +10% | +$41.2K | 0.19% | 126 |
|
|
2024
Q3 | $418K | Buy |
1,853
+142
| +8% | +$32.1K | 0.17% | 133 |
|
|
2024
Q2 | $387K | Buy |
1,711
+415
| +32% | +$93.9K | 0.17% | 120 |
|
|
2024
Q1 | $270K | Buy |
1,296
+221
| +21% | +$46K | 0.13% | 149 |
|
|
2023
Q4 | $207K | Buy |
+1,075
| New | +$207K | 0.1% | 165 |
|
|
2022
Q2 | – | Sell |
-1,368
| Closed | -$201K | – | 137 |
|
|
2022
Q1 | $201K | Buy |
1,368
+33
| +2% | +$4.85K | 0.1% | 133 |
|
|
2021
Q4 | $232K | Buy |
+1,335
| New | +$232K | 0.1% | 120 |
|