Horizon Family Wealth’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 | $1.36M | Buy |
5,376
+9
| +0.2% | +$2.28K | 0.83% | 26 |
|
|
2025
Q1 | $1.11M | Sell |
5,367
-226
| -4% | -$46.7K | 0.74% | 25 |
|
|
2024
Q4 | $1.3M | Sell |
5,593
-3,565
| -39% | -$829K | 0.86% | 27 |
|
|
2024
Q3 | $2.07M | Sell |
9,158
-70
| -0.8% | -$15.8K | 1.48% | 16 |
|
|
2024
Q2 | $2.09M | Sell |
9,228
-3
| -0% | -$679 | 1.59% | 14 |
|
|
2024
Q1 | $1.92M | Buy |
9,231
+601
| +7% | +$125K | 1.48% | 14 |
|
|
2023
Q4 | $1.66M | Buy |
8,630
+201
| +2% | +$38.7K | 1.4% | 14 |
|
|
2023
Q3 | $1.38M | Sell |
8,429
-412
| -5% | -$67.5K | 1.34% | 16 |
|
|
2023
Q2 | $1.54M | Buy |
8,841
+18
| +0.2% | +$3.13K | 1.47% | 16 |
|
|
2023
Q1 | $1.33M | Buy |
8,823
+20
| +0.2% | +$3.02K | 1.41% | 15 |
|
|
2022
Q4 | $1.1M | Sell |
8,803
-606
| -6% | -$75.4K | 1.26% | 18 |
|
|
2022
Q3 | $1.12M | Sell |
9,409
-4
| -0% | -$475 | 1.37% | 20 |
|
|
2022
Q2 | $1.2M | Buy |
9,413
+52
| +0.6% | +$6.61K | 1.39% | 19 |
|
|
2022
Q1 | $1.49M | Sell |
9,361
-283
| -3% | -$45K | 1.48% | 18 |
|
|
2021
Q4 | $1.68M | Buy |
+9,644
| New | +$1.68M | 1.71% | 15 |
|