Investment Partners Asset 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
Q2 | $684K | Hold |
2,700
| – | – | 0.48% | 61 |
|
|
2025
Q1 | $557K | Buy |
2,700
+186
| +7% | +$38.4K | 0.44% | 74 |
|
|
2024
Q4 | $585K | Hold |
2,514
| – | – | 0.46% | 66 |
|
|
2024
Q3 | $568K | Sell |
2,514
-13
| -0.5% | -$2.94K | 0.47% | 66 |
|
|
2024
Q2 | $572K | Hold |
2,527
| – | – | 0.51% | 61 |
|
|
2024
Q1 | $526K | Sell |
2,527
-1
| -0% | -$208 | 0.48% | 64 |
|
|
2023
Q4 | $487K | Buy |
+2,528
| New | +$487K | 0.48% | 66 |
|