Lee, Danner & Bass’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 | $227K | Buy |
+895
| New | +$227K | 0.02% | 209 |
|
|
2025
Q1 | – | Sell |
-895
| Closed | -$208K | – | 725 |
|
|
2024
Q4 | $208K | Buy |
+895
| New | +$208K | 0.02% | 221 |
|
|
2022
Q2 | – | Sell |
-1,671
| Closed | -$266K | – | 207 |
|
|
2022
Q1 | $266K | Buy |
1,671
+240
| +17% | +$38.2K | 0.02% | 184 |
|
|
2021
Q4 | $249K | Buy |
1,431
+10
| +0.7% | +$1.74K | 0.02% | 183 |
|
|
2021
Q3 | $212K | Hold |
1,421
| – | – | 0.02% | 191 |
|
|
2021
Q2 | $210K | Buy |
+1,421
| New | +$210K | 0.02% | 195 |
|