Lakeridge 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 | $607K | Sell |
2,395
-54
| -2% | -$13.7K | 0.28% | 69 |
|
|
2025
Q1 | $506K | Buy |
2,449
+55
| +2% | +$11.4K | 0.25% | 82 |
|
|
2024
Q4 | $557K | Buy |
2,394
+51
| +2% | +$11.9K | 0.29% | 74 |
|
|
2024
Q3 | $529K | Buy |
2,343
+211
| +10% | +$47.6K | 0.29% | 73 |
|
|
2024
Q2 | $482K | Buy |
2,132
+331
| +18% | +$74.9K | 0.29% | 71 |
|
|
2024
Q1 | $375K | Buy |
1,801
+158
| +10% | +$32.9K | 0.24% | 81 |
|
|
2023
Q4 | $316K | Buy |
+1,643
| New | +$316K | 0.23% | 87 |
|