Northwest Financial 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 | – | Sell |
-1,127
| Closed | -$233K | – | 124 |
|
|
2025
Q1 | $233K | Buy |
1,127
+1
| +0.1% | +$207 | 0.19% | 105 |
|
|
2024
Q4 | $262K | Buy |
1,126
+172
| +18% | +$40K | 0.22% | 91 |
|
|
2024
Q3 | $215K | Buy |
954
+1
| +0.1% | +$226 | 0.17% | 93 |
|
|
2024
Q2 | $216K | Buy |
+953
| New | +$216K | 0.22% | 84 |
|
|
2024
Q1 | – | Sell |
-601
| Closed | -$116K | – | 549 |
|
|
2023
Q4 | $116K | Buy |
+601
| New | +$116K | 0.1% | 127 |
|