FFWM
Future Financial Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
9,450
+19
| +0.2% | +$4.81K | 1.63% | 14 |
|
|
2025
Q1 | $1.95M | Sell |
9,431
-141
| -1% | -$29.1K | 1.43% | 15 |
|
|
2024
Q4 | $2.23M | Buy |
9,572
+371
| +4% | +$86.3K | 1.63% | 14 |
|
|
2024
Q3 | $2.08M | Buy |
9,201
+248
| +3% | +$56K | 1.48% | 14 |
|
|
2024
Q2 | $2.03M | Sell |
8,953
-160
| -2% | -$36.2K | 1.78% | 14 |
|
|
2024
Q1 | $1.9M | Buy |
9,113
+40
| +0.4% | +$8.33K | 1.46% | 14 |
|
|
2023
Q4 | $1.75M | Buy |
9,073
+120
| +1% | +$23.1K | 1.73% | 16 |
|
|
2023
Q3 | $1.47M | Buy |
8,953
+61
| +0.7% | +$10K | 1.63% | 16 |
|
|
2023
Q2 | $1.55M | Buy |
+8,892
| New | +$1.55M | 1.63% | 16 |
|
|
2023
Q1 | – | Sell |
-7,286
| Closed | -$907K | – | 124 |
|
|
2022
Q4 | $907K | Sell |
7,286
-80
| -1% | -$9.96K | 1.03% | 35 |
|
|
2022
Q3 | $936K | Buy |
+7,366
| New | +$936K | 1.08% | 30 |
|
|
2022
Q2 | – | Sell |
-500
| Closed | -$79K | – | 511 |
|
|
2022
Q1 | $79K | Hold |
500
| – | – | 0.07% | 215 |
|
|
2021
Q4 | $88K | Buy |
+500
| New | +$88K | 0.07% | 206 |
|