Investmark Advisory 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 | $848K | Buy |
3,350
+6
| +0.2% | +$1.52K | 0.4% | 55 |
|
|
2025
Q1 | $691K | Sell |
3,344
-262
| -7% | -$54.1K | 0.34% | 52 |
|
|
2024
Q4 | $839K | Buy |
3,606
+5
| +0.1% | +$1.16K | 0.41% | 48 |
|
|
2024
Q3 | $813K | Buy |
3,601
+6
| +0.2% | +$1.36K | 0.39% | 50 |
|
|
2024
Q2 | $813K | Buy |
3,595
+6
| +0.2% | +$1.36K | 0.43% | 49 |
|
|
2024
Q1 | $747K | Buy |
3,589
+6
| +0.2% | +$1.25K | 0.41% | 52 |
|
|
2023
Q4 | $690K | Buy |
3,583
+7
| +0.2% | +$1.35K | 0.4% | 54 |
|
|
2023
Q3 | $586K | Buy |
3,576
+8
| +0.2% | +$1.31K | 0.4% | 52 |
|
|
2023
Q2 | $620K | Buy |
3,568
+7
| +0.2% | +$1.22K | 0.41% | 48 |
|
|
2023
Q1 | $538K | Sell |
3,561
-33
| -0.9% | -$4.98K | 0.39% | 49 |
|
|
2022
Q4 | $447K | Sell |
3,594
-9
| -0.2% | -$1.12K | 0.33% | 61 |
|
|
2022
Q3 | $428K | Buy |
3,603
+8
| +0.2% | +$950 | 0.38% | 48 |
|
|
2022
Q2 | $457K | Buy |
3,595
+9
| +0.3% | +$1.14K | 0.45% | 42 |
|
|
2022
Q1 | $570K | Sell |
3,586
-28
| -0.8% | -$4.45K | 0.59% | 33 |
|
|
2021
Q4 | $628K | Buy |
+3,614
| New | +$628K | 0.59% | 30 |
|