Investmark Advisory Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $945K | Buy |
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|
2025
Q2 | $848K | Buy |
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|
2025
Q1 | $691K | Sell |
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|
2024
Q4 | $839K | Buy |
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|
2024
Q3 | $813K | Buy |
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|
2024
Q2 | $813K | Buy |
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|
2024
Q1 | $747K | Buy |
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|
2023
Q4 | $690K | Buy |
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|
2023
Q3 | $586K | Buy |
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|
2023
Q2 | $620K | Buy |
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|
2023
Q1 | $538K | Sell |
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|
2022
Q4 | $447K | Sell |
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|
2022
Q3 | $428K | Buy |
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|
2022
Q2 | $457K | Buy |
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|
2022
Q1 | $570K | Sell |
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|
2021
Q4 | $628K | Buy |
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