Maltin 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 | $1.53M | Buy |
6,030
+4
| +0.1% | +$1.01K | 0.69% | 43 |
|
2025
Q1 | $1.24M | Buy |
6,026
+5
| +0.1% | +$1.03K | 0.58% | 47 |
|
2024
Q4 | $1.4M | Buy |
6,021
+54
| +0.9% | +$12.6K | 0.69% | 43 |
|
2024
Q3 | $1.35M | Buy |
5,967
+5
| +0.1% | +$1.13K | 0.66% | 45 |
|
2024
Q2 | $1.35M | Sell |
5,962
-235
| -4% | -$53.2K | 0.72% | 44 |
|
2024
Q1 | $1.29M | Buy |
6,197
+4
| +0.1% | +$833 | 0.73% | 44 |
|
2023
Q4 | $1.19M | Sell |
6,193
-385
| -6% | -$74.1K | 0.76% | 43 |
|
2023
Q3 | $1.08M | Buy |
6,578
+477
| +8% | +$78.2K | 0.75% | 46 |
|
2023
Q2 | $1.06M | Buy |
6,101
+709
| +13% | +$123K | 0.75% | 45 |
|
2023
Q1 | $814K | Buy |
5,392
+533
| +11% | +$80.5K | 0.59% | 55 |
|
2022
Q4 | $605K | Buy |
4,859
+930
| +24% | +$116K | 0.44% | 64 |
|
2022
Q3 | $467K | Buy |
3,929
+2
| +0.1% | +$238 | 0.37% | 74 |
|
2022
Q2 | $499K | Buy |
3,927
+233
| +6% | +$29.6K | 0.36% | 77 |
|
2022
Q1 | $587K | Hold |
3,694
| – | – | 0.39% | 70 |
|
2021
Q4 | $642K | Sell |
3,694
-487
| -12% | -$84.6K | 0.39% | 71 |
|
2021
Q3 | $624K | Sell |
4,181
-58
| -1% | -$8.66K | 0.38% | 62 |
|
2021
Q2 | $626K | Buy |
4,239
+2
| +0% | +$295 | 0.38% | 62 |
|
2021
Q1 | $563K | Buy |
4,237
+3
| +0.1% | +$399 | 0.37% | 63 |
|
2020
Q4 | $551K | Sell |
4,234
-811
| -16% | -$106K | 0.39% | 58 |
|
2020
Q3 | $589K | Buy |
+5,045
| New | +$589K | 0.42% | 54 |
|