Olistico Wealth’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 | $239K | Buy |
942
+6
| +0.6% | +$1.52K | 0.13% | 82 |
|
2025
Q1 | $193K | Hold |
936
| – | – | 0.12% | 101 |
|
2024
Q4 | $218K | Hold |
936
| – | – | 0.13% | 95 |
|
2024
Q3 | $211K | Sell |
936
-469
| -33% | -$106K | 0.13% | 96 |
|
2024
Q2 | $318K | Buy |
1,405
+1
| +0.1% | +$226 | 0.2% | 82 |
|
2024
Q1 | $292K | Hold |
1,404
| – | – | 0.21% | 88 |
|
2023
Q4 | $270K | Buy |
1,404
+1
| +0.1% | +$192 | 0.21% | 92 |
|
2023
Q3 | $230K | Hold |
1,403
| – | – | 0.21% | 97 |
|
2023
Q2 | $244K | Buy |
1,403
+1
| +0.1% | +$174 | 0.21% | 99 |
|
2023
Q1 | $212K | Buy |
+1,402
| New | +$212K | 0.2% | 96 |
|