Oliver Lagore Vanvalin Investment Group’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 | $177K | Buy |
+857
| New | +$177K | 0.07% | 143 |
|
|
2024
Q4 | $215K | Buy |
925
+19
| +2% | +$4.42K | 0.06% | 117 |
|
|
2024
Q3 | $205K | Sell |
906
-128
| -12% | -$28.9K | 0.05% | 120 |
|
|
2024
Q2 | $234K | Buy |
1,034
+392
| +61% | +$88.7K | 0.07% | 108 |
|
|
2024
Q1 | $134K | Buy |
642
+130
| +25% | +$27.1K | 0.04% | 150 |
|
|
2023
Q4 | $98.6K | Hold |
512
| – | – | 0.04% | 152 |
|
|
2023
Q3 | $83.9K | Hold |
512
| – | – | 0.03% | 184 |
|
|
2023
Q2 | $89K | Buy |
+512
| New | +$89K | 0.03% | 181 |
|