KFG Wealth Management’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
Q3 | $500K | Hold |
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|
2025
Q2 | $449K | Buy |
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|
2025
Q1 | $366K | Hold |
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|
2024
Q4 | $412K | Sell |
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|
2024
Q3 | $401K | Sell |
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|
2024
Q2 | $414K | Hold |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $336K | Hold |
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|
2023
Q3 | $286K | Hold |
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|
2023
Q2 | $304K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $217K | Buy |
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