Northeast Financial 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
Q2 | $586K | Buy |
2,313
+36
| +2% | +$9.12K | 0.17% | 49 |
|
|
2025
Q1 | $470K | Buy |
2,277
+51
| +2% | +$10.5K | 0.16% | 49 |
|
|
2024
Q4 | $518K | Sell |
2,226
-203
| -8% | -$47.2K | 0.19% | 45 |
|
|
2024
Q3 | $549K | Buy |
2,429
+144
| +6% | +$32.5K | 0.2% | 44 |
|
|
2024
Q2 | $517K | Hold |
2,285
| – | – | 0.22% | 46 |
|
|
2024
Q1 | $476K | Sell |
2,285
-2
| -0.1% | -$417 | 0.21% | 49 |
|
|
2023
Q4 | $440K | Sell |
2,287
-786
| -26% | -$151K | 0.22% | 52 |
|
|
2023
Q3 | $504K | Buy |
3,073
+2
| +0.1% | +$328 | 0.31% | 42 |
|
|
2023
Q2 | $534K | Buy |
+3,071
| New | +$534K | 0.34% | 42 |
|