GGM 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
Q1 | $279K | Buy |
+1,340
| New | +$279K | 0.16% | 106 |
|
|
2024
Q4 | – | Sell |
-3,994
| Closed | -$902K | – | 163 |
|
|
2024
Q3 | $902K | Buy |
3,994
+230
| +6% | +$51.9K | 0.39% | 54 |
|
|
2024
Q2 | $852K | Hold |
3,764
| – | – | 0.39% | 55 |
|
|
2024
Q1 | $780K | Hold |
3,764
| – | – | 0.36% | 55 |
|
|
2023
Q4 | $759K | Hold |
3,764
| – | – | 0.31% | 62 |
|
|
2023
Q3 | $617K | Hold |
3,764
| – | – | 0.27% | 70 |
|
|
2023
Q2 | $648K | Buy |
+3,764
| New | +$648K | 0.26% | 68 |
|
|
2023
Q1 | – | Sell |
-3,764
| Closed | -$469K | – | 137 |
|
|
2022
Q4 | $469K | Hold |
3,764
| – | – | 0.24% | 74 |
|
|
2022
Q3 | $483K | Sell |
3,764
-235
| -6% | -$30.2K | 0.26% | 72 |
|
|
2022
Q2 | $516K | Buy |
3,999
+64
| +2% | +$8.26K | 0.29% | 70 |
|
|
2022
Q1 | $589K | Buy |
+3,935
| New | +$589K | 0.3% | 68 |
|