MSH Capital 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 | $295K | Sell |
1,165
-209
| -15% | -$52.9K | 0.09% | 193 |
|
|
2025
Q1 | $284K | Buy |
1,374
+101
| +8% | +$20.9K | 0.09% | 192 |
|
|
2024
Q4 | $296K | Sell |
1,273
-52
| -4% | -$12.1K | 0.09% | 187 |
|
|
2024
Q3 | $299K | Sell |
1,325
-206
| -13% | -$46.5K | 0.09% | 193 |
|
|
2024
Q2 | $346K | Sell |
1,531
-67
| -4% | -$15.2K | 0.12% | 170 |
|
|
2024
Q1 | $333K | Buy |
1,598
+41
| +3% | +$8.54K | 0.12% | 170 |
|
|
2023
Q4 | $300K | Sell |
1,557
-135
| -8% | -$26K | 0.11% | 164 |
|
|
2023
Q3 | $277K | Buy |
1,692
+368
| +28% | +$60.3K | 0.11% | 175 |
|
|
2023
Q2 | $230K | Buy |
+1,324
| New | +$230K | 0.08% | 196 |
|