Nikulski Financial’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 | $341K | Hold |
1,345
| – | – | 0.09% | 111 |
|
2025
Q1 | $278K | Hold |
1,345
| – | – | 0.08% | 117 |
|
2024
Q4 | $313K | Hold |
1,345
| – | – | 0.09% | 106 |
|
2024
Q3 | $304K | Hold |
1,345
| – | – | 0.09% | 107 |
|
2024
Q2 | $304K | Hold |
1,345
| – | – | 0.1% | 105 |
|
2024
Q1 | $280K | Sell |
1,345
-531
| -28% | -$111K | 0.09% | 111 |
|
2023
Q4 | $361K | Hold |
1,876
| – | – | 0.13% | 104 |
|
2023
Q3 | $308K | Hold |
1,876
| – | – | 0.13% | 105 |
|
2023
Q2 | $326K | Buy |
1,876
+1
| +0.1% | +$174 | 0.13% | 102 |
|
2023
Q1 | $283K | Buy |
1,875
+1
| +0.1% | +$151 | 0.13% | 106 |
|
2022
Q4 | $233K | Sell |
1,874
-423
| -18% | -$52.6K | 0.11% | 113 |
|
2022
Q3 | $273K | Buy |
2,297
+1
| +0% | +$119 | 0.14% | 102 |
|
2022
Q2 | $292K | Buy |
2,296
+1
| +0% | +$127 | 0.14% | 103 |
|
2022
Q1 | $365K | Buy |
2,295
+1
| +0% | +$159 | 0.15% | 96 |
|
2021
Q4 | $399K | Buy |
2,294
+1
| +0% | +$174 | 0.17% | 92 |
|
2021
Q3 | $342K | Buy |
2,293
+1
| +0% | +$149 | 0.16% | 99 |
|
2021
Q2 | $348K | Buy |
2,292
+6
| +0.3% | +$911 | 0.16% | 100 |
|
2021
Q1 | $304K | Buy |
2,286
+1
| +0% | +$133 | 0.16% | 99 |
|
2020
Q4 | $297K | Sell |
2,285
-324
| -12% | -$42.1K | 0.16% | 97 |
|
2020
Q3 | $304K | Sell |
2,609
-158
| -6% | -$18.4K | 0.19% | 88 |
|
2020
Q2 | $289K | Buy |
2,767
+184
| +7% | +$19.2K | 0.2% | 86 |
|
2020
Q1 | $208K | Sell |
2,583
-279
| -10% | -$22.5K | 0.18% | 95 |
|
2019
Q4 | $278K | Sell |
2,862
-98
| -3% | -$9.52K | 0.2% | 77 |
|
2019
Q3 | $241K | Buy |
2,960
+125
| +4% | +$10.2K | 0.2% | 79 |
|
2019
Q2 | $228K | Buy |
+2,835
| New | +$228K | 0.19% | 78 |
|
2018
Q4 | – | Sell |
-2,978
| Closed | -$206K | – | 82 |
|
2018
Q3 | $206K | Sell |
2,978
-95
| -3% | -$6.57K | 0.19% | 78 |
|
2018
Q2 | $213K | Buy |
+3,073
| New | +$213K | 0.2% | 73 |
|