Harper Investing’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 | $1.74M | Buy |
6,883
+80
| +1% | +$20.3K | 0.97% | 30 |
|
2025
Q1 | $1.4M | Buy |
6,803
+1,685
| +33% | +$348K | 0.93% | 30 |
|
2024
Q4 | $1.19M | Sell |
5,118
-747
| -13% | -$174K | 0.88% | 29 |
|
2024
Q3 | $1.32M | Buy |
5,865
+1,206
| +26% | +$272K | 0.87% | 28 |
|
2024
Q2 | $1.05M | Buy |
4,659
+2,721
| +140% | +$616K | 1.04% | 26 |
|
2024
Q1 | $404K | Buy |
+1,938
| New | +$404K | 0.47% | 27 |
|
2023
Q1 | – | Sell |
-3,546
| Closed | -$441K | – | 45 |
|
2022
Q4 | $441K | Sell |
3,546
-5,056
| -59% | -$629K | 0.54% | 26 |
|
2022
Q3 | $1.01M | Buy |
8,602
+157
| +2% | +$18.4K | 1.03% | 22 |
|
2022
Q2 | $1.07M | Buy |
8,445
+1,022
| +14% | +$130K | 1.09% | 19 |
|
2022
Q1 | $1.18M | Buy |
+7,423
| New | +$1.18M | 1.09% | 20 |
|