Impact Partnership 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 | $286K | Buy |
1,128
+124
| +12% | +$31.4K | 0.05% | 222 |
|
|
2025
Q1 | $207K | Sell |
1,004
-773
| -44% | -$160K | 0.04% | 236 |
|
|
2024
Q4 | $413K | Buy |
1,777
+323
| +22% | +$75.1K | 0.08% | 156 |
|
|
2024
Q3 | $328K | Sell |
1,454
-217
| -13% | -$49K | 0.07% | 158 |
|
|
2024
Q2 | $378K | Buy |
1,671
+1,200
| +255% | +$272K | 0.1% | 141 |
|
|
2024
Q1 | $98.1K | Hold |
471
| – | – | 0.04% | 260 |
|
|
2023
Q4 | $90.7K | Sell |
471
-270
| -36% | -$52K | 0.03% | 266 |
|
|
2023
Q3 | $121K | Buy |
741
+103
| +16% | +$16.9K | 0.04% | 281 |
|
|
2023
Q2 | $111K | Buy |
+638
| New | +$111K | 0.04% | 173 |
|