Legacy Capital Group California’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
$1.93M Sell
7,605
-152
-2% -$38.5K 0.53% 30
2025
Q1
$1.6M Buy
7,757
+1,826
+31% +$377K 0.56% 29
2024
Q4
$1.38M Buy
5,931
+1,703
+40% +$396K 0.42% 49
2024
Q3
$955K Buy
4,228
+1,079
+34% +$244K 0.32% 78
2024
Q2
$713K Buy
3,149
+1,404
+80% +$318K 0.26% 119
2024
Q1
$364K Buy
+1,745
New +$364K 0.13% 200