KFG Wealth Management’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 | $449K | Buy |
1,774
+3
| +0.2% | +$760 | 0.07% | 132 |
|
|
2025
Q1 | $366K | Hold |
1,771
| – | – | 0.07% | 135 |
|
|
2024
Q4 | $412K | Sell |
1,771
-6
| -0.3% | -$1.4K | 0.08% | 120 |
|
|
2024
Q3 | $401K | Sell |
1,777
-51
| -3% | -$11.5K | 0.09% | 123 |
|
|
2024
Q2 | $414K | Hold |
1,828
| – | – | 0.16% | 104 |
|
|
2024
Q1 | $381K | Buy |
1,828
+81
| +5% | +$16.9K | 0.16% | 107 |
|
|
2023
Q4 | $336K | Hold |
1,747
| – | – | 0.15% | 99 |
|
|
2023
Q3 | $286K | Hold |
1,747
| – | – | 0.16% | 101 |
|
|
2023
Q2 | $304K | Hold |
1,747
| – | – | 0.18% | 88 |
|
|
2023
Q1 | $261K | Hold |
1,747
| – | – | 0.18% | 70 |
|
|
2022
Q4 | $217K | Buy |
+1,747
| New | +$217K | 0.22% | 70 |
|