KFA Private Wealth Group’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 | $8.34M | Buy |
32,944
+318
| +1% | +$80.5K | 2.58% | 9 |
|
|
2025
Q1 | $6.74M | Buy |
32,626
+14,750
| +83% | +$3.05M | 2.36% | 13 |
|
|
2024
Q4 | $4.16M | Buy |
17,876
+5,716
| +47% | +$1.33M | 1.74% | 14 |
|
|
2024
Q3 | $2.75M | Sell |
12,160
-299
| -2% | -$67.5K | 1.31% | 19 |
|
|
2024
Q2 | $2.82M | Sell |
12,459
-897
| -7% | -$203K | 1.46% | 16 |
|
|
2024
Q1 | $2.78M | Buy |
13,356
+3,566
| +36% | +$743K | 0.86% | 22 |
|
|
2023
Q4 | $1.88M | Buy |
9,790
+539
| +6% | +$104K | 0.68% | 24 |
|
|
2023
Q3 | $1.52M | Buy |
9,251
+683
| +8% | +$112K | 0.63% | 25 |
|
|
2023
Q2 | $1.49M | Buy |
8,568
+528
| +7% | +$91.8K | 0.62% | 24 |
|
|
2023
Q1 | $1.21M | Buy |
8,040
+575
| +8% | +$86.8K | 0.55% | 26 |
|
|
2022
Q4 | $929K | Sell |
7,465
-343
| -4% | -$42.7K | 0.47% | 28 |
|
|
2022
Q3 | $927K | Sell |
7,808
-208
| -3% | -$24.7K | 0.49% | 27 |
|
|
2022
Q2 | $1.02M | Buy |
8,016
+178
| +2% | +$22.6K | 0.56% | 28 |
|
|
2022
Q1 | $1.25M | Buy |
7,838
+60
| +0.8% | +$9.54K | 0.62% | 24 |
|
|
2021
Q4 | $1.35M | Sell |
7,778
-773
| -9% | -$134K | 0.67% | 22 |
|
|
2021
Q3 | $1.28M | Buy |
8,551
+208
| +2% | +$31.1K | 0.7% | 23 |
|
|
2021
Q2 | $1.23M | Sell |
8,343
-312
| -4% | -$46.1K | 0.67% | 23 |
|
|
2021
Q1 | $1.15M | Buy |
8,655
+997
| +13% | +$132K | 0.67% | 23 |
|
|
2020
Q4 | $996K | Sell |
7,658
-540
| -7% | -$70.2K | 0.63% | 25 |
|
|
2020
Q3 | $957K | Buy |
8,198
+3,520
| +75% | +$411K | 0.72% | 22 |
|
|
2020
Q2 | $489K | Sell |
4,678
-3,667
| -44% | -$383K | 0.47% | 25 |
|
|
2020
Q1 | $671K | Buy |
8,345
+1,642
| +24% | +$132K | 0.79% | 18 |
|
|
2019
Q4 | $614K | Buy |
+6,703
| New | +$614K | 0.56% | 22 |
|