Mogy Joel R Investment Counsel’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 | $232K | Buy |
+916
| New | +$232K | 0.01% | 93 |
|
|
2025
Q1 | – | Sell |
-1,206
| Closed | -$280K | – | 112 |
|
|
2024
Q4 | $280K | Hold |
1,206
| – | – | 0.02% | 92 |
|
|
2024
Q3 | $272K | Sell |
1,206
-60
| -5% | -$13.5K | 0.02% | 92 |
|
|
2024
Q2 | $286K | Sell |
1,266
-43
| -3% | -$9.73K | 0.02% | 89 |
|
|
2024
Q1 | $273K | Buy |
+1,309
| New | +$273K | 0.02% | 92 |
|