Legend Financial 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
Q1 | – | Sell |
-18
| Closed | -$4.19K | – | 259 |
|
|
2024
Q4 | $4.19K | Buy |
+18
| New | +$4.19K | ﹤0.01% | 165 |
|
|
2024
Q3 | – | Sell |
-224
| Closed | -$50.7K | – | 286 |
|
|
2024
Q2 | $50.7K | Buy |
224
+18
| +9% | +$4.07K | 0.04% | 61 |
|
|
2024
Q1 | $42.9K | Hold |
206
| – | – | 0.03% | 59 |
|
|
2023
Q4 | $39.7K | Hold |
206
| – | – | 0.03% | 61 |
|
|
2023
Q3 | $33.8K | Hold |
206
| – | – | 0.03% | 75 |
|
|
2023
Q2 | $35.8K | Hold |
206
| – | – | 0.03% | 75 |
|
|
2023
Q1 | $31.1K | Hold |
206
| – | – | 0.03% | 78 |
|
|
2022
Q4 | $25.6K | Hold |
206
| – | – | 0.02% | 98 |
|
|
2022
Q3 | $24.5K | Buy |
+206
| New | +$24.5K | 0.02% | 90 |
|