Lowery Thomas LLC’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 | $1.06M | Sell |
4,204
-4
| -0.1% | -$1.01K | 0.68% | 30 |
|
|
2025
Q1 | $869K | Buy |
4,208
+168
| +4% | +$34.7K | 0.59% | 33 |
|
|
2024
Q4 | $939K | Buy |
4,040
+6
| +0.1% | +$1.4K | 0.61% | 33 |
|
|
2024
Q3 | $910K | Buy |
4,034
+67
| +2% | +$15.1K | 0.62% | 34 |
|
|
2024
Q2 | $897K | Buy |
3,967
+460
| +13% | +$104K | 0.65% | 30 |
|
|
2024
Q1 | $730K | Buy |
3,507
+106
| +3% | +$22.1K | 0.56% | 33 |
|
|
2023
Q4 | $655K | Buy |
3,401
+192
| +6% | +$37K | 0.56% | 33 |
|
|
2023
Q3 | $526K | Buy |
3,209
+757
| +31% | +$124K | 0.5% | 35 |
|
|
2023
Q2 | $426K | Buy |
2,452
+106
| +5% | +$18.4K | 0.42% | 36 |
|
|
2023
Q1 | $354K | Buy |
+2,346
| New | +$354K | 0.39% | 35 |
|
|
2022
Q4 | – | Sell |
-10,574
| Closed | -$1.26M | – | 43 |
|
|
2022
Q3 | $1.26M | Sell |
10,574
-994
| -9% | -$118K | 1.47% | 24 |
|
|
2022
Q2 | $1.47M | Sell |
11,568
-9,933
| -46% | -$1.26M | 1.41% | 22 |
|
|
2022
Q1 | $3.42M | Buy |
21,501
+7,569
| +54% | +$1.2M | 2.65% | 16 |
|
|
2021
Q4 | $2.42M | Buy |
+13,932
| New | +$2.42M | 1.67% | 24 |
|