Nicolet Advisory Services’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 | $265K | Buy |
1,030
+1
| +0.1% | +$257 | 0.02% | 336 |
|
|
2025
Q1 | $200K | Sell |
1,029
-377
| -27% | -$73.3K | 0.02% | 368 |
|
|
2024
Q4 | $322K | Buy |
1,406
+116
| +9% | +$26.5K | 0.03% | 278 |
|
|
2024
Q3 | $287K | Buy |
1,290
+1
| +0.1% | +$223 | 0.03% | 296 |
|
|
2024
Q2 | $306K | Buy |
1,289
+1
| +0.1% | +$238 | 0.03% | 272 |
|
|
2024
Q1 | $267K | Buy |
1,288
+72
| +6% | +$14.9K | 0.03% | 291 |
|
|
2023
Q4 | $224K | Buy |
+1,216
| New | +$224K | 0.02% | 293 |
|