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 |
|