MFT
Moisand Fitzgerald Tamayo’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $534K | Hold |
2,107
| – | – | 0.07% | 71 |
|
|
2025
Q1 | $435K | Buy |
2,107
+110
| +6% | +$22.7K | 0.06% | 77 |
|
|
2024
Q4 | $464K | Buy |
1,997
+592
| +42% | +$138K | 0.07% | 73 |
|
|
2024
Q3 | $317K | Buy |
1,405
+174
| +14% | +$39.3K | 0.04% | 90 |
|
|
2024
Q2 | $279K | Buy |
1,231
+579
| +89% | +$131K | 0.04% | 90 |
|
|
2024
Q1 | $136K | Buy |
652
+496
| +318% | +$103K | 0.02% | 122 |
|
|
2023
Q4 | $30K | Buy |
+156
| New | +$30K | 0.01% | 219 |
|
|
2023
Q3 | – | Sell |
-200
| Closed | -$34.8K | – | 826 |
|
|
2023
Q2 | $34.8K | Hold |
200
| – | – | 0.01% | 200 |
|
|
2023
Q1 | $30.2K | Buy |
+200
| New | +$30.2K | 0.01% | 222 |
|