FWL Investment 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 | $228K | Hold |
902
| – | – | 0.07% | 82 |
|
|
2025
Q1 | $186K | Sell |
902
-85
| -9% | -$17.6K | 0.07% | 80 |
|
|
2024
Q4 | $229K | Hold |
987
| – | – | 0.08% | 75 |
|
|
2024
Q3 | $223K | Buy |
987
+18
| +2% | +$4.06K | 0.09% | 70 |
|
|
2024
Q2 | $219K | Hold |
969
| – | – | 0.11% | 49 |
|
|
2024
Q1 | $202K | Hold |
969
| – | – | 0.11% | 55 |
|
|
2023
Q4 | $187K | Hold |
969
| – | – | 0.11% | 48 |
|
|
2023
Q3 | $159K | Buy |
+969
| New | +$159K | 0.11% | 49 |
|
|
2023
Q2 | – | Sell |
-975
| Closed | -$147K | – | 79 |
|
|
2023
Q1 | $147K | Hold |
975
| – | – | 0.11% | 49 |
|
|
2022
Q4 | $121K | Hold |
975
| – | – | 0.09% | 64 |
|
|
2022
Q3 | $116K | Buy |
+975
| New | +$116K | 0.1% | 41 |
|