MCIA
Mountain Capital Investment Advisors’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 | $275K | Sell |
1,095
-19
| -2% | -$4.77K | 0.05% | 54 |
|
|
2025
Q1 | $229K | Buy |
1,114
+243
| +28% | +$49.9K | 0.05% | 51 |
|
|
2024
Q4 | $204K | Sell |
871
-20
| -2% | -$4.69K | 0.04% | 58 |
|
|
2024
Q3 | $210K | Buy |
891
+32
| +4% | +$7.55K | 0.05% | 52 |
|
|
2024
Q2 | $201K | Buy |
+859
| New | +$201K | 0.05% | 45 |
|