Oakwell Private Wealth Management’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 | $458K | Hold |
1,807
| – | – | 0.11% | 54 |
|
|
2025
Q1 | $373K | Sell |
1,807
-251
| -12% | -$51.8K | 0.1% | 55 |
|
|
2024
Q4 | $479K | Hold |
2,058
| – | – | 0.13% | 46 |
|
|
2024
Q3 | $465K | Hold |
2,058
| – | – | 0.13% | 47 |
|
|
2024
Q2 | $466K | Hold |
2,058
| – | – | 0.13% | 48 |
|
|
2024
Q1 | $429K | Hold |
2,058
| – | – | 0.13% | 45 |
|
|
2023
Q4 | $396K | Hold |
2,058
| – | – | 0.14% | 44 |
|
|
2023
Q3 | $337K | Buy |
2,058
+801
| +64% | +$131K | 0.14% | 46 |
|
|
2023
Q2 | $219K | Buy |
+1,257
| New | +$219K | 0.09% | 58 |
|
|
2022
Q1 | – | Sell |
-1,257
| Closed | -$219K | – | 63 |
|
|
2021
Q4 | $219K | Buy |
+1,257
| New | +$219K | 0.11% | 58 |
|