Hurlow Wealth Management Group’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 | $339K | Hold |
1,337
| – | – | 0.1% | 89 |
|
|
2025
Q1 | $276K | Hold |
1,337
| – | – | 0.09% | 99 |
|
|
2024
Q4 | $311K | Hold |
1,337
| – | – | 0.1% | 88 |
|
|
2024
Q3 | $302K | Buy |
1,337
+119
| +10% | +$26.9K | 0.09% | 90 |
|
|
2024
Q2 | $276K | Hold |
1,218
| – | – | 0.09% | 92 |
|
|
2024
Q1 | $254K | Hold |
1,218
| – | – | 0.09% | 98 |
|
|
2023
Q4 | $234K | Buy |
+1,218
| New | +$234K | 0.09% | 100 |
|
|
2023
Q3 | – | Sell |
-1,218
| Closed | -$212K | – | 111 |
|
|
2023
Q2 | $212K | Buy |
+1,218
| New | +$212K | 0.09% | 103 |
|