GHP Investment 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
Q2 | $25.3K | Hold |
100
| – | – | ﹤0.01% | 595 |
|
|
2025
Q1 | $20.6K | Hold |
100
| – | – | ﹤0.01% | 601 |
|
|
2024
Q4 | $23.3K | Sell |
100
-1,090
| -92% | -$253K | ﹤0.01% | 583 |
|
|
2024
Q3 | $269K | Buy |
1,190
+1,090
| +1,090% | +$246K | 0.01% | 356 |
|
|
2024
Q2 | $22.6K | Hold |
100
| – | – | ﹤0.01% | 576 |
|
|
2024
Q1 | $20.8K | Sell |
100
-71
| -42% | -$14.8K | ﹤0.01% | 576 |
|
|
2023
Q4 | $32.9K | Buy |
171
+71
| +71% | +$13.7K | ﹤0.01% | 528 |
|
|
2023
Q3 | $16.9K | Hold |
100
| – | – | ﹤0.01% | 623 |
|
|
2023
Q2 | $16.7K | Buy |
+100
| New | +$16.7K | ﹤0.01% | 612 |
|
|
2022
Q3 | – | Sell |
-60
| Closed | -$8K | – | 986 |
|
|
2022
Q2 | $8K | Sell |
60
-253
| -81% | -$33.7K | ﹤0.01% | 737 |
|
|
2022
Q1 | $50K | Buy |
+313
| New | +$50K | ﹤0.01% | 499 |
|