Kingswood Wealth Advisors’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 | $3.57M | Buy |
14,079
+675
| +5% | +$171K | 0.28% | 80 |
|
|
2025
Q1 | $2.77M | Sell |
13,404
-994
| -7% | -$205K | 0.25% | 92 |
|
|
2024
Q4 | $3.35M | Buy |
14,398
+4,360
| +43% | +$1.01M | 0.25% | 83 |
|
|
2024
Q3 | $2.27M | Sell |
10,038
-1,954
| -16% | -$441K | 0.16% | 145 |
|
|
2024
Q2 | $2.71M | Buy |
11,992
+5,431
| +83% | +$1.23M | 0.24% | 89 |
|
|
2024
Q1 | $1.37M | Sell |
6,561
-974
| -13% | -$203K | 0.16% | 153 |
|
|
2023
Q4 | $1.45M | Buy |
7,535
+4,469
| +146% | +$860K | 0.16% | 142 |
|
|
2023
Q3 | $1.19M | Sell |
3,066
-840
| -22% | -$327K | 0.2% | 127 |
|
|
2023
Q2 | $679K | Buy |
+3,906
| New | +$679K | 0.22% | 107 |
|