Lantern 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 | $1.37M | Buy |
+5,416
| New | +$1.37M | 0.82% | 38 |
|
|
2024
Q4 | $1.24M | Buy |
5,325
+3
| +0.1% | +$698 | 0.8% | 37 |
|
|
2024
Q3 | $1.2M | Sell |
5,322
-92
| -2% | -$20.8K | 0.83% | 36 |
|
|
2024
Q2 | $1.22M | Sell |
5,414
-252
| -4% | -$57K | 0.89% | 35 |
|
|
2024
Q1 | $1.18M | Buy |
5,666
+248
| +5% | +$51.7K | 0.83% | 34 |
|
|
2023
Q4 | $1.04M | Buy |
+5,418
| New | +$1.04M | 0.82% | 34 |
|