Fulcrum Equity 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 | $4.69M | Sell |
18,539
-160
| -0.9% | -$40.5K | 4.82% | 5 |
|
|
2025
Q1 | $3.86M | Buy |
18,699
+1,368
| +8% | +$282K | 4.22% | 5 |
|
|
2024
Q4 | $4.03M | Buy |
17,331
+813
| +5% | +$189K | 3.99% | 4 |
|
|
2024
Q3 | $3.73M | Buy |
16,518
+10,773
| +188% | +$2.43M | 3.15% | 5 |
|
|
2024
Q2 | $1.3M | Sell |
5,745
-1,779
| -24% | -$402K | 1.17% | 14 |
|
|
2024
Q1 | $1.57M | Sell |
7,524
-4,538
| -38% | -$945K | 1.85% | 9 |
|
|
2023
Q4 | $2.32M | Sell |
12,062
-6,088
| -34% | -$1.17M | 2.87% | 5 |
|
|
2023
Q3 | $2.98M | Sell |
18,150
-35
| -0.2% | -$5.74K | 3.49% | 5 |
|
|
2023
Q2 | $3.16M | Sell |
18,185
-464
| -2% | -$80.7K | 3.67% | 2 |
|
|
2023
Q1 | $2.82M | Sell |
18,649
-1,677
| -8% | -$253K | 2.64% | 8 |
|
|
2022
Q4 | $2.53M | Buy |
20,326
+686
| +3% | +$85.4K | 2.07% | 23 |
|
|
2022
Q3 | $2.33M | Sell |
19,640
-398
| -2% | -$47.3K | 1.97% | 22 |
|
|
2022
Q2 | $2.55M | Sell |
20,038
-29,696
| -60% | -$3.77M | 2.05% | 19 |
|
|
2022
Q1 | $7.9M | Sell |
49,734
-5,912
| -11% | -$940K | 4.68% | 3 |
|
|
2021
Q4 | $9.68M | Buy |
55,646
+7,082
| +15% | +$1.23M | 3.62% | 3 |
|
|
2021
Q3 | $7.25M | Buy |
48,564
+10,738
| +28% | +$1.6M | 2.81% | 3 |
|
|
2021
Q2 | $5.59M | Buy |
37,826
+16,105
| +74% | +$2.38M | 2.08% | 7 |
|
|
2021
Q1 | $2.89M | Buy |
21,721
+12,756
| +142% | +$1.69M | 1.14% | 23 |
|
|
2020
Q4 | $1.17M | Buy |
8,965
+83
| +0.9% | +$10.8K | 0.47% | 57 |
|
|
2020
Q3 | $1.04M | Buy |
8,882
+2,276
| +34% | +$266K | 0.48% | 51 |
|
|
2020
Q2 | $690K | Buy |
6,606
+485
| +8% | +$50.7K | 0.33% | 56 |
|
|
2020
Q1 | $492K | Sell |
6,121
-1,910
| -24% | -$154K | 0.35% | 17 |
|
|
2019
Q4 | $736K | Buy |
8,031
+2,649
| +49% | +$243K | 0.38% | 37 |
|
|
2019
Q3 | $433K | Buy |
+5,382
| New | +$433K | 0.22% | 56 |
|
|
2019
Q2 | – | Sell |
-4,900
| Closed | -$363K | – | 114 |
|
|
2019
Q1 | $363K | Hold |
4,900
| – | – | 0.12% | 58 |
|
|
2018
Q4 | $304K | Buy |
+4,900
| New | +$304K | 0.11% | 47 |
|