Marks Group 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 | $239K | Buy |
+945
| New | +$239K | 0.02% | 276 |
|
|
2025
Q1 | – | Sell |
-945
| Closed | -$220K | – | 312 |
|
|
2024
Q4 | $220K | Hold |
945
| – | – | 0.02% | 276 |
|
|
2024
Q3 | $213K | Sell |
945
-287
| -23% | -$64.8K | 0.02% | 287 |
|
|
2024
Q2 | $279K | Hold |
1,232
| – | – | 0.03% | 263 |
|
|
2024
Q1 | $257K | Hold |
1,232
| – | – | 0.03% | 277 |
|
|
2023
Q4 | $237K | Buy |
+1,232
| New | +$237K | 0.03% | 278 |
|