Okabena Investment 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 | $5.87M | Buy |
23,180
+578
| +3% | +$146K | 1.3% | 19 |
|
|
2025
Q1 | $4.67M | Buy |
22,602
+193
| +0.9% | +$39.9K | 1.17% | 21 |
|
|
2024
Q4 | $5.21M | Buy |
22,409
+1,796
| +9% | +$418K | 1.45% | 18 |
|
|
2024
Q3 | $4.65M | Hold |
20,613
| – | – | 1.31% | 19 |
|
|
2024
Q2 | $4.66M | Buy |
20,613
+136
| +0.7% | +$30.8K | 1.48% | 19 |
|
|
2024
Q1 | $4.26M | Hold |
20,477
| – | – | 1.42% | 19 |
|
|
2023
Q4 | $3.94M | Buy |
+20,477
| New | +$3.94M | 1.53% | 18 |
|
|
2023
Q2 | – | Sell |
-173
| Closed | -$26.1K | – | 253 |
|
|
2023
Q1 | $26.1K | Buy |
173
+114
| +193% | +$17.2K | 0.02% | 80 |
|
|
2022
Q4 | $1.25K | Buy |
+59
| New | +$1.25K | ﹤0.01% | 208 |
|