Mezzasalma 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 | $4.14M | Buy |
16,367
+448
| +3% | +$113K | 1.24% | 18 |
|
2025
Q1 | $3.29M | Buy |
15,919
+451
| +3% | +$93.1K | 1.14% | 23 |
|
2024
Q4 | $3.6M | Buy |
15,468
+960
| +7% | +$223K | 1.16% | 19 |
|
2024
Q3 | $3.28M | Buy |
14,508
+351
| +2% | +$79.2K | 1.29% | 23 |
|
2024
Q2 | $3.2M | Buy |
14,157
+2,256
| +19% | +$510K | 1.37% | 21 |
|
2024
Q1 | $2.48M | Buy |
11,901
+7,313
| +159% | +$1.52M | 1.17% | 18 |
|
2023
Q4 | $883K | Buy |
4,588
+1,025
| +29% | +$197K | 0.48% | 36 |
|
2023
Q3 | $584K | Buy |
3,563
+809
| +29% | +$133K | 0.36% | 41 |
|
2023
Q2 | $479K | Buy |
+2,754
| New | +$479K | 0.29% | 48 |
|