Novak & Powell Financial 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 | $295K | Sell |
1,163
-453
| -28% | -$115K | 0.2% | 105 |
|
|
2025
Q1 | $334K | Buy |
1,616
+453
| +39% | +$93.6K | 0.21% | 100 |
|
|
2024
Q4 | $271K | Sell |
1,163
-85
| -7% | -$19.8K | 0.16% | 114 |
|
|
2024
Q3 | $282K | Hold |
1,248
| – | – | 0.16% | 115 |
|
|
2024
Q2 | $282K | Buy |
1,248
+14
| +1% | +$3.17K | 0.18% | 109 |
|
|
2024
Q1 | $257K | Hold |
1,234
| – | – | 0.19% | 110 |
|
|
2023
Q4 | $237K | Buy |
+1,234
| New | +$237K | 0.16% | 116 |
|