Marcum Wealth’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 | $2.58M | Buy |
12,475
+240
| +2% | +$49.6K | 0.22% | 52 |
|
|
2024
Q4 | $2.84M | Buy |
12,235
+2,799
| +30% | +$651K | 0.25% | 48 |
|
|
2024
Q3 | $2.13M | Sell |
9,436
-605
| -6% | -$137K | 0.2% | 54 |
|
|
2024
Q2 | $2.27M | Sell |
10,041
-422
| -4% | -$95.5K | 0.23% | 49 |
|
|
2024
Q1 | $2.18M | Sell |
10,463
-790
| -7% | -$165K | 0.22% | 50 |
|
|
2023
Q4 | $2.17M | Sell |
11,253
-122
| -1% | -$23.5K | 0.23% | 47 |
|
|
2023
Q3 | $1.86M | Sell |
11,375
-172
| -1% | -$28.2K | 0.22% | 45 |
|
|
2023
Q2 | $2.01M | Sell |
11,547
-3,416
| -23% | -$594K | 0.24% | 42 |
|
|
2023
Q1 | $2.26M | Sell |
14,963
-2,074
| -12% | -$313K | 0.28% | 35 |
|
|
2022
Q4 | $2.12M | Sell |
17,037
-1,509
| -8% | -$188K | 0.28% | 39 |
|
|
2022
Q3 | $2.2M | Buy |
18,546
+135
| +0.7% | +$16K | 0.33% | 30 |
|
|
2022
Q2 | $2.34M | Buy |
18,411
+1,394
| +8% | +$177K | 0.35% | 29 |
|
|
2022
Q1 | $2.7M | Sell |
17,017
-953
| -5% | -$151K | 0.37% | 29 |
|
|
2021
Q4 | $3.12M | Buy |
17,970
+1,847
| +11% | +$321K | 0.43% | 29 |
|
|
2021
Q3 | $2.41M | Buy |
16,123
+2,301
| +17% | +$344K | 0.38% | 29 |
|
|
2021
Q2 | $2.04M | Buy |
13,822
+2,785
| +25% | +$411K | 0.33% | 34 |
|
|
2021
Q1 | $1.47M | Buy |
+11,037
| New | +$1.47M | 0.24% | 54 |
|