Martel Wealth Advisors’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 | $248K | Sell |
979
-469
| -32% | -$119K | 0.05% | 62 |
|
|
2025
Q1 | $299K | Sell |
1,448
-70
| -5% | -$14.5K | 0.06% | 55 |
|
|
2024
Q4 | $353K | Hold |
1,518
| – | – | 0.07% | 53 |
|
|
2024
Q3 | $342K | Sell |
1,518
-850
| -36% | -$191K | 0.07% | 38 |
|
|
2024
Q2 | $536K | Hold |
2,368
| – | – | 0.11% | 33 |
|
|
2024
Q1 | $493K | Hold |
2,368
| – | – | 0.11% | 34 |
|
|
2023
Q4 | $456K | Hold |
2,368
| – | – | 0.1% | 34 |
|
|
2023
Q3 | $388K | Hold |
2,368
| – | – | 0.1% | 35 |
|
|
2023
Q2 | $412K | Hold |
2,368
| – | – | 0.1% | 36 |
|
|
2023
Q1 | $358K | Buy |
+2,368
| New | +$358K | 0.09% | 35 |
|