LJI Wealth Management’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 | $293K | Hold |
1,157
| – | – | 0.05% | 143 |
|
|
2025
Q1 | $239K | Buy |
1,157
+22
| +2% | +$4.54K | 0.05% | 157 |
|
|
2024
Q4 | $264K | Hold |
1,135
| – | – | 0.05% | 143 |
|
|
2024
Q3 | $256K | Hold |
1,135
| – | – | 0.05% | 164 |
|
|
2024
Q2 | $257K | Buy |
+1,135
| New | +$257K | 0.06% | 153 |
|
|
2024
Q1 | – | Sell |
-1,135
| Closed | -$218K | – | 182 |
|
|
2023
Q4 | $218K | Buy |
+1,135
| New | +$218K | 0.06% | 152 |
|