Kuhn & Co Investment Counsel’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 | $543K | Buy |
2,144
+62
| +3% | +$15.7K | 0.41% | 82 |
|
|
2025
Q1 | $430K | Sell |
2,082
-105
| -5% | -$21.7K | 0.36% | 88 |
|
|
2024
Q4 | $509K | Buy |
2,187
+411
| +23% | +$95.6K | 0.43% | 76 |
|
|
2024
Q3 | $401K | Sell |
1,776
-89
| -5% | -$20.1K | 0.34% | 91 |
|
|
2024
Q2 | $422K | Buy |
1,865
+71
| +4% | +$16.1K | 0.38% | 88 |
|
|
2024
Q1 | $374K | Sell |
1,794
-204
| -10% | -$42.5K | 0.35% | 91 |
|
|
2023
Q4 | $385K | Buy |
+1,998
| New | +$385K | 0.39% | 87 |
|