Kohmann Bosshard Financial Services’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 | $965K | Hold |
3,809
| – | – | 0.11% | 81 |
|
|
2025
Q1 | $786K | Hold |
3,809
| – | – | 0.09% | 96 |
|
|
2024
Q4 | $886K | Hold |
3,809
| – | – | 0.11% | 82 |
|
|
2024
Q3 | $860K | Sell |
3,809
-38
| -1% | -$8.58K | 0.11% | 82 |
|
|
2024
Q2 | $870K | Sell |
3,847
-6
| -0.2% | -$1.36K | 0.12% | 79 |
|
|
2024
Q1 | $802K | Hold |
3,853
| – | – | 0.11% | 85 |
|
|
2023
Q4 | $742K | Hold |
3,853
| – | – | 0.11% | 84 |
|
|
2023
Q3 | $632K | Sell |
3,853
-11
| -0.3% | -$1.8K | 0.11% | 84 |
|
|
2023
Q2 | $672K | Buy |
+3,864
| New | +$672K | 0.12% | 85 |
|