Mayflower Financial 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 | $626K | Sell |
2,472
-2,077
| -46% | -$526K | 0.09% | 205 |
|
|
2025
Q1 | $939K | Sell |
4,549
-36
| -0.8% | -$7.43K | 0.14% | 151 |
|
|
2024
Q4 | $1.07M | Buy |
4,585
+1,132
| +33% | +$263K | 0.16% | 126 |
|
|
2024
Q3 | $780K | Sell |
3,453
-84
| -2% | -$19K | 0.12% | 165 |
|
|
2024
Q2 | $800K | Sell |
3,537
-126
| -3% | -$28.5K | 0.13% | 153 |
|
|
2024
Q1 | $763K | Sell |
3,663
-251
| -6% | -$52.3K | 0.13% | 165 |
|
|
2023
Q4 | $753K | Sell |
3,914
-1,352
| -26% | -$260K | 0.1% | 159 |
|
|
2023
Q3 | $863K | Buy |
5,266
+44
| +0.8% | +$7.21K | 0.13% | 137 |
|
|
2023
Q2 | $908K | Buy |
5,222
+648
| +14% | +$113K | 0.12% | 140 |
|
|
2023
Q1 | $691K | Buy |
4,574
+370
| +9% | +$55.9K | 0.09% | 163 |
|
|
2022
Q4 | $523K | Buy |
4,204
+2,204
| +110% | +$274K | 0.07% | 187 |
|
|
2022
Q3 | $238K | Sell |
2,000
-113
| -5% | -$13.4K | 0.04% | 280 |
|
|
2022
Q2 | $269K | Buy |
2,113
+283
| +15% | +$36K | 0.04% | 265 |
|
|
2022
Q1 | $291K | Sell |
1,830
-100
| -5% | -$15.9K | 0.04% | 277 |
|
|
2021
Q4 | $336K | Sell |
1,930
-50
| -3% | -$8.71K | 0.04% | 246 |
|
|
2021
Q3 | $314K | Hold |
1,980
| – | – | 0.04% | 256 |
|
|
2021
Q2 | $292K | Sell |
1,980
-466
| -19% | -$68.7K | 0.04% | 248 |
|
|
2021
Q1 | $325K | Sell |
2,446
-210
| -8% | -$27.9K | 0.05% | 220 |
|
|
2020
Q4 | $345K | Buy |
+2,656
| New | +$345K | 0.06% | 185 |
|