Journey Strategic Wealth’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 | $1.03M | Buy |
4,087
+228
| +6% | +$57.7K | 0.03% | 162 |
|
|
2025
Q1 | $797K | Buy |
3,859
+125
| +3% | +$25.8K | 0.03% | 160 |
|
|
2024
Q4 | $868K | Sell |
3,734
-129
| -3% | -$30K | 0.03% | 141 |
|
|
2024
Q3 | $872K | Buy |
3,863
+342
| +10% | +$77.2K | 0.03% | 145 |
|
|
2024
Q2 | $796K | Buy |
+3,521
| New | +$796K | 0.03% | 111 |
|
|
2023
Q2 | – | Sell |
-1,456
| Closed | -$220K | – | 271 |
|
|
2023
Q1 | $220K | Sell |
1,456
-306
| -17% | -$46.2K | 0.02% | 209 |
|
|
2022
Q4 | $219K | Buy |
+1,762
| New | +$219K | 0.03% | 196 |
|