Independent Wealth Network’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 | $1.85M | Buy |
7,310
+359
| +5% | +$90.9K | 0.67% | 37 |
|
|
2025
Q1 | $1.44M | Buy |
6,951
+1,165
| +20% | +$241K | 0.57% | 44 |
|
|
2024
Q4 | $1.35M | Buy |
5,786
+17
| +0.3% | +$3.95K | 0.55% | 42 |
|
|
2024
Q3 | $1.3M | Sell |
5,769
-75
| -1% | -$16.9K | 0.58% | 39 |
|
|
2024
Q2 | $1.32M | Sell |
5,844
-1,011
| -15% | -$229K | 0.62% | 42 |
|
|
2024
Q1 | $1.43M | Buy |
6,855
+250
| +4% | +$52.1K | 0.67% | 38 |
|
|
2023
Q4 | $1.27M | Buy |
6,605
+1,765
| +36% | +$340K | 0.67% | 37 |
|
|
2023
Q3 | $793K | Buy |
4,840
+263
| +6% | +$43.1K | 0.49% | 50 |
|
|
2023
Q2 | $796K | Sell |
4,577
-1,046
| -19% | -$182K | 0.48% | 49 |
|
|
2023
Q1 | $849K | Sell |
5,623
-36
| -0.6% | -$5.44K | 0.54% | 42 |
|
|
2022
Q4 | $704K | Buy |
5,659
+145
| +3% | +$18K | 0.48% | 46 |
|
|
2022
Q3 | $655K | Sell |
5,514
-73
| -1% | -$8.67K | 0.51% | 45 |
|
|
2022
Q2 | $710K | Sell |
5,587
-105
| -2% | -$13.3K | 0.51% | 45 |
|
|
2022
Q1 | $905K | Sell |
5,692
-1,370
| -19% | -$218K | 0.57% | 44 |
|
|
2021
Q4 | $1.23M | Sell |
7,062
-585
| -8% | -$102K | 0.76% | 29 |
|
|
2021
Q3 | $1.25M | Buy |
+7,647
| New | +$1.25M | 0.82% | 29 |
|