Marshall Financial Group (Maryland)’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $322K | Hold |
|
|||||
|
2025
Q2 | $291K | Hold |
|
|||||
|
2025
Q1 | $236K | Hold |
|
|||||
|
2024
Q4 | $266K | Hold |
|
|||||
|
2024
Q3 | $258K | Hold |
|
|||||
|
2024
Q2 | $258K | Sell |
|
|||||
|
2024
Q1 | $240K | Hold |
|
|||||
|
2023
Q4 | $222K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $201K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $200K | Sell |
|
|||||
|
2022
Q2 | $220K | Sell |
|
|||||
|
2022
Q1 | $290K | Buy |
|
|||||
|
2021
Q4 | $314K | Sell |
|
|||||
|
2021
Q3 | $360K | Sell |
|
|||||
|
2021
Q2 | $387K | Hold |
|
|||||
|
2021
Q1 | $348K | Buy |
|