Insigneo Advisory Services’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 | $3.38M | Sell |
13,352
-901
| -6% | -$228K | 0.29% | 59 |
|
|
2025
Q1 | $2.94M | Buy |
14,253
+4,744
| +50% | +$980K | 0.3% | 64 |
|
|
2024
Q4 | $2.21M | Sell |
9,509
-11,205
| -54% | -$2.61M | 0.23% | 84 |
|
|
2024
Q3 | $4.68M | Buy |
20,714
+3,920
| +23% | +$885K | 0.47% | 31 |
|
|
2024
Q2 | $3.32M | Buy |
16,794
+6,573
| +64% | +$1.3M | 0.37% | 45 |
|
|
2024
Q1 | $2.13M | Buy |
10,221
+124
| +1% | +$25.8K | 0.25% | 76 |
|
|
2023
Q4 | $1.94M | Buy |
10,097
+7,087
| +235% | +$1.36M | 0.27% | 76 |
|
|
2023
Q3 | $493K | Sell |
3,010
-1,060
| -26% | -$174K | 0.1% | 187 |
|
|
2023
Q2 | $708K | Buy |
4,070
+1,039
| +34% | +$181K | 0.14% | 151 |
|
|
2023
Q1 | $455K | Hold |
3,031
| – | – | 0.15% | 151 |
|
|
2022
Q4 | $377K | Buy |
+3,031
| New | +$377K | 0.14% | 159 |
|