JMG Financial 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
Q2 | $3.32M | Hold |
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|
2025
Q1 | $2.71M | Hold |
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|
2024
Q4 | $3.05M | Buy |
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|
2024
Q3 | $2.94M | Hold |
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|
2024
Q2 | $2.95M | Buy |
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|
2024
Q1 | $2.53M | Buy |
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|
2023
Q4 | $2.33M | Hold |
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|
2023
Q3 | $1.98M | Hold |
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|
2023
Q2 | $2.1M | Sell |
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|
2023
Q1 | $1.85M | Hold |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.65M | Hold |
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|
2022
Q2 | $1.77M | Buy |
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|
2022
Q1 | $1.94M | Buy |
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|
2021
Q4 | $2.1M | Hold |
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|
2021
Q3 | $1.81M | Hold |
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|
2021
Q2 | $1.79M | Buy |
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|
2021
Q1 | $292K | Buy |
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|
2020
Q4 | $283K | Hold |
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|
2020
Q3 | $254K | Hold |
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|
2020
Q2 | $227K | Buy |
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