National Wealth Management Group’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
Q1 | $201K | Buy |
975
+25
| +3% | +$5.16K | 0.13% | 142 |
|
|
2024
Q4 | $221K | Sell |
950
-1,025
| -52% | -$238K | 0.15% | 132 |
|
|
2024
Q3 | $446K | Sell |
1,975
-100
| -5% | -$22.6K | 0.3% | 80 |
|
|
2024
Q2 | $469K | Sell |
2,075
-323
| -13% | -$73.1K | 0.36% | 67 |
|
|
2024
Q1 | $500K | Buy |
2,398
+12
| +0.5% | +$2.5K | 0.39% | 68 |
|
|
2023
Q4 | $459K | Sell |
2,386
-166
| -7% | -$31.9K | 0.44% | 67 |
|
|
2023
Q3 | $418K | Buy |
2,552
+988
| +63% | +$162K | 0.45% | 72 |
|
|
2023
Q2 | $263K | Buy |
+1,564
| New | +$263K | 0.27% | 101 |
|
|
2023
Q1 | – | Sell |
-1,915
| Closed | -$238K | – | 172 |
|
|
2022
Q4 | $238K | Sell |
1,915
-3,336
| -64% | -$415K | 0.29% | 114 |
|
|
2022
Q3 | $624K | Sell |
5,251
-47
| -0.9% | -$5.58K | 0.81% | 26 |
|
|
2022
Q2 | $674K | Sell |
5,298
-11,205
| -68% | -$1.42M | 0.85% | 29 |
|
|
2022
Q1 | $2.62M | Buy |
16,503
+4,798
| +41% | +$763K | 2.53% | 8 |
|
|
2021
Q4 | $2.04M | Buy |
+11,705
| New | +$2.04M | 1.91% | 10 |
|