Goepper Burkhardt’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 | $592K | Sell |
2,336
-60
| -3% | -$15.2K | 0.22% | 51 |
|
|
2025
Q1 | $495K | Buy |
2,396
+138
| +6% | +$28.5K | 0.2% | 59 |
|
|
2024
Q4 | $525K | Hold |
2,258
| – | – | 0.21% | 49 |
|
|
2024
Q3 | $510K | Hold |
2,258
| – | – | 0.21% | 50 |
|
|
2024
Q2 | $511K | Hold |
2,258
| – | – | 0.23% | 47 |
|
|
2024
Q1 | $464K | Sell |
2,258
-100
| -4% | -$20.6K | 0.22% | 50 |
|
|
2023
Q4 | $490K | Buy |
2,358
+13
| +0.6% | +$2.7K | 0.24% | 46 |
|
|
2023
Q3 | $384K | Hold |
2,345
| – | – | 0.23% | 44 |
|
|
2023
Q2 | $408K | Hold |
2,345
| – | – | 0.25% | 42 |
|
|
2023
Q1 | $354K | Hold |
2,345
| – | – | 0.23% | 42 |
|
|
2022
Q4 | $292K | Sell |
2,345
-52
| -2% | -$6.47K | 0.2% | 47 |
|
|
2022
Q3 | $285K | Sell |
2,397
-172
| -7% | -$20.5K | 0.21% | 44 |
|
|
2022
Q2 | $327K | Sell |
2,569
-350
| -12% | -$44.6K | 0.23% | 44 |
|
|
2022
Q1 | $464K | Buy |
2,919
+172
| +6% | +$27.3K | 0.28% | 38 |
|
|
2021
Q4 | $478K | Buy |
2,747
+52
| +2% | +$9.05K | 0.28% | 37 |
|
|
2021
Q3 | $402K | Hold |
2,695
| – | – | 0.26% | 40 |
|
|
2021
Q2 | $398K | Hold |
2,695
| – | – | 0.25% | 39 |
|
|
2021
Q1 | $358K | Buy |
2,695
+50
| +2% | +$6.64K | 0.24% | 42 |
|
|
2020
Q4 | $344K | Buy |
+2,645
| New | +$344K | 0.25% | 43 |
|