Lodestone 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 | $639K | Buy |
2,525
+38
| +2% | +$9.62K | 0.31% | 80 |
|
|
2025
Q1 | $514K | Buy |
2,487
+2
| +0.1% | +$413 | 0.27% | 89 |
|
|
2024
Q4 | $578K | Buy |
2,485
+2
| +0.1% | +$465 | 0.29% | 82 |
|
|
2024
Q3 | $561K | Sell |
2,483
-28
| -1% | -$6.32K | 0.28% | 79 |
|
|
2024
Q2 | $568K | Sell |
2,511
-3
| -0.1% | -$679 | 0.3% | 81 |
|
|
2024
Q1 | $524K | Sell |
2,514
-57
| -2% | -$11.9K | 0.27% | 87 |
|
|
2023
Q4 | $495K | Sell |
2,571
-40
| -2% | -$7.7K | 0.29% | 83 |
|
|
2023
Q3 | $428K | Sell |
2,611
-370
| -12% | -$60.6K | 0.3% | 78 |
|
|
2023
Q2 | $518K | Sell |
2,981
-665
| -18% | -$116K | 0.36% | 75 |
|
|
2023
Q1 | $551K | Sell |
3,646
-503
| -12% | -$75.9K | 0.42% | 65 |
|
|
2022
Q4 | $516K | Buy |
+4,149
| New | +$516K | 0.42% | 65 |
|