LGT 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 |
-70
| Closed | -$16.3K | – | 738 |
|
|
2024
Q4 | $16.3K | Buy |
70
+19
| +37% | +$4.42K | 0.04% | 349 |
|
|
2024
Q3 | $11.6K | Buy |
51
+5
| +11% | +$1.13K | 0.03% | 392 |
|
|
2024
Q2 | $10.4K | Sell |
46
-910
| -95% | -$206K | 0.02% | 466 |
|
|
2024
Q1 | $199K | Buy |
956
+494
| +107% | +$103K | 0.23% | 96 |
|
|
2023
Q4 | $88.9K | Sell |
462
-41
| -8% | -$7.89K | 0.11% | 172 |
|
|
2023
Q3 | $82.5K | Buy |
503
+104
| +26% | +$17K | 0.1% | 177 |
|
|
2023
Q2 | $69.3K | Buy |
+399
| New | +$69.3K | 0.07% | 149 |
|
|
2023
Q1 | – | Sell |
-34
| Closed | -$4.2K | – | 205 |
|
|
2022
Q4 | $4.2K | Buy |
+34
| New | +$4.2K | ﹤0.01% | 166 |
|