JF
JSF Financial’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.35M | Buy |
9,293
+1
| +0% | +$253 | 0.56% | 28 |
|
|
2025
Q1 | $1.92M | Buy |
9,292
+150
| +2% | +$31K | 0.51% | 31 |
|
|
2024
Q4 | $2.13M | Sell |
9,142
-1,331
| -13% | -$309K | 0.57% | 28 |
|
|
2024
Q3 | $2.36M | Sell |
10,473
-71
| -0.7% | -$16K | 0.69% | 24 |
|
|
2024
Q2 | $2.39M | Sell |
10,544
-104
| -1% | -$23.5K | 0.73% | 25 |
|
|
2024
Q1 | $2.22M | Sell |
10,648
-4,232
| -28% | -$881K | 0.69% | 25 |
|
|
2023
Q4 | $2.86M | Sell |
14,880
-3,895
| -21% | -$750K | 0.99% | 20 |
|
|
2023
Q3 | $3.08M | Sell |
18,775
-12,341
| -40% | -$2.02M | 1.19% | 20 |
|
|
2023
Q2 | $5.41M | Buy |
31,116
+15,029
| +93% | +$2.61M | 1.91% | 15 |
|
|
2023
Q1 | $2.43M | Sell |
16,087
-99,995
| -86% | -$15.1M | 0.91% | 28 |
|
|
2022
Q4 | $14.4M | Sell |
116,082
-176
| -0.2% | -$21.9K | 5.4% | 3 |
|
|
2022
Q3 | $13.8M | Buy |
116,258
+106,487
| +1,090% | +$12.6M | 5.24% | 3 |
|
|
2022
Q2 | $1.24M | Buy |
9,771
+213
| +2% | +$27.1K | 0.56% | 32 |
|
|
2022
Q1 | $1.52M | Buy |
+9,558
| New | +$1.52M | 0.65% | 27 |
|
|
2020
Q2 | – | Sell |
-4,016
| Closed | -$323K | – | 68 |
|
|
2020
Q1 | $323K | Buy |
+4,016
| New | +$323K | 0.33% | 42 |
|