Heritage Wealth Partners’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 | $699K | Buy |
3,385
+325
| +11% | +$67.1K | 1.07% | 25 |
|
|
2024
Q4 | $712K | Buy |
3,060
+95
| +3% | +$22.1K | 0.89% | 29 |
|
|
2024
Q3 | $669K | Buy |
2,965
+620
| +26% | +$140K | 0.79% | 33 |
|
|
2024
Q2 | $530K | Buy |
2,345
+557
| +31% | +$126K | 0.77% | 32 |
|
|
2024
Q1 | $344K | Hold |
1,788
| – | – | 0.7% | 27 |
|
|
2023
Q4 | $344K | Sell |
1,788
-12
| -0.7% | -$2.31K | 0.7% | 27 |
|
|
2023
Q3 | $295K | Buy |
1,800
+37
| +2% | +$6.07K | 0.63% | 27 |
|
|
2023
Q2 | $307K | Buy |
+1,763
| New | +$307K | 0.18% | 56 |
|
|
2023
Q1 | – | Sell |
-2,063
| Closed | -$270K | – | 55 |
|
|
2022
Q4 | $270K | Buy |
+2,063
| New | +$270K | 0.25% | 38 |
|