HFS
Howard Financial Services’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Hold |
1,410
| – | – | 0.05% | 130 |
|
|
2025
Q1 | $291K | Sell |
1,410
-159
| -10% | -$32.8K | 0.04% | 142 |
|
|
2024
Q4 | $365K | Buy |
1,569
+70
| +5% | +$16.3K | 0.05% | 126 |
|
|
2024
Q3 | $338K | Hold |
1,499
| – | – | 0.05% | 116 |
|
|
2024
Q2 | $339K | Hold |
1,499
| – | – | 0.06% | 112 |
|
|
2024
Q1 | $312K | Hold |
1,499
| – | – | 0.05% | 119 |
|
|
2023
Q4 | $289K | Buy |
1,499
+49
| +3% | +$9.43K | 0.06% | 120 |
|
|
2023
Q3 | $238K | Buy |
1,450
+250
| +21% | +$41K | 0.05% | 128 |
|
|
2023
Q2 | $209K | Buy |
+1,200
| New | +$209K | 0.05% | 129 |
|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$209K | – | 149 |
|
|
2021
Q4 | $209K | Buy |
+1,200
| New | +$209K | 0.06% | 120 |
|