Moulton Wealth Management’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 | $2.5M | Buy |
+9,738
| New | +$2.5M | 1.89% | 14 |
|
|
2025
Q1 | – | Sell |
-11,648
| Closed | -$2.71M | – | 49 |
|
|
2024
Q4 | $2.71M | Buy |
11,648
+9,352
| +407% | +$2.17M | 2.08% | 11 |
|
|
2024
Q3 | $517K | Buy |
+2,296
| New | +$517K | 0.43% | 33 |
|
|
2022
Q1 | – | Sell |
-45,282
| Closed | -$7.84M | – | 26 |
|
|
2021
Q4 | $7.84M | Sell |
45,282
-5,969
| -12% | -$1.03M | 5.74% | 5 |
|
|
2021
Q3 | $7.77M | Buy |
+51,251
| New | +$7.77M | 5.8% | 5 |
|
|
2021
Q1 | – | Sell |
-37,603
| Closed | -$4.88M | – | 40 |
|
|
2020
Q4 | $4.88M | Buy |
+37,603
| New | +$4.88M | 3.93% | 11 |
|