Marshall Financial Group (Maryland)’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 | $291K | Hold |
1,142
| – | – | 0.06% | 211 |
|
|
2025
Q1 | $236K | Hold |
1,142
| – | – | 0.05% | 213 |
|
|
2024
Q4 | $266K | Hold |
1,142
| – | – | 0.06% | 193 |
|
|
2024
Q3 | $258K | Hold |
1,142
| – | – | 0.06% | 191 |
|
|
2024
Q2 | $258K | Sell |
1,142
-12
| -1% | -$2.72K | 0.07% | 151 |
|
|
2024
Q1 | $240K | Hold |
1,154
| – | – | 0.07% | 160 |
|
|
2023
Q4 | $222K | Buy |
+1,154
| New | +$222K | 0.07% | 166 |
|
|
2023
Q3 | – | Sell |
-1,154
| Closed | -$201K | – | 177 |
|
|
2023
Q2 | $201K | Buy |
+1,154
| New | +$201K | 0.07% | 170 |
|
|
2022
Q4 | – | Sell |
-1,684
| Closed | -$200K | – | 200 |
|
|
2022
Q3 | $200K | Sell |
1,684
-44
| -3% | -$5.23K | 0.08% | 171 |
|
|
2022
Q2 | $220K | Sell |
1,728
-96
| -5% | -$12.2K | 0.09% | 171 |
|
|
2022
Q1 | $290K | Buy |
1,824
+20
| +1% | +$3.18K | 0.12% | 175 |
|
|
2021
Q4 | $314K | Sell |
1,804
-609
| -25% | -$106K | 0.12% | 175 |
|
|
2021
Q3 | $360K | Sell |
2,413
-206
| -8% | -$30.7K | 0.19% | 136 |
|
|
2021
Q2 | $387K | Hold |
2,619
| – | – | 0.21% | 132 |
|
|
2021
Q1 | $348K | Buy |
+2,619
| New | +$348K | 0.21% | 107 |
|