Monograph 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 | – | Sell |
-1,773
| Closed | -$366K | – | 132 |
|
|
2025
Q1 | $366K | Hold |
1,773
| – | – | 0.05% | 85 |
|
|
2024
Q4 | $412K | Hold |
1,773
| – | – | 0.05% | 80 |
|
|
2024
Q3 | $400K | Buy |
+1,773
| New | +$400K | 0.05% | 82 |
|
|
2022
Q2 | – | Sell |
-4,193
| Closed | -$666K | – | 92 |
|
|
2022
Q1 | $666K | Buy |
4,193
+7
| +0.2% | +$1.11K | 0.17% | 41 |
|
|
2021
Q4 | $728K | Buy |
+4,186
| New | +$728K | 0.18% | 39 |
|