IMS Capital Management’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 | – | Sell |
-1,617
| Closed | -$376K | – | 145 |
|
|
2024
Q4 | $376K | Buy |
1,617
+17
| +1% | +$3.95K | 0.17% | 101 |
|
|
2024
Q3 | $361K | Buy |
1,600
+2
| +0.1% | +$452 | 0.16% | 104 |
|
|
2024
Q2 | $358K | Buy |
1,598
+12
| +0.8% | +$2.69K | 0.17% | 104 |
|
|
2024
Q1 | $330K | Buy |
1,586
+2
| +0.1% | +$417 | 0.15% | 109 |
|
|
2023
Q4 | $305K | Buy |
+1,584
| New | +$305K | 0.15% | 113 |
|