Opal Wealth Advisors’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 | $297K | Sell |
1,173
-48
| -4% | -$12.2K | 0.08% | 140 |
|
|
2025
Q1 | $252K | Buy |
1,221
+51
| +4% | +$10.5K | 0.08% | 145 |
|
|
2024
Q4 | $272K | Buy |
1,170
+1
| +0.1% | +$233 | 0.08% | 137 |
|
|
2024
Q3 | $264K | Buy |
1,169
+1
| +0.1% | +$226 | 0.08% | 144 |
|
|
2024
Q2 | $264K | Buy |
1,168
+2
| +0.2% | +$452 | 0.08% | 136 |
|
|
2024
Q1 | $243K | Buy |
1,166
+1
| +0.1% | +$208 | 0.08% | 150 |
|
|
2023
Q4 | $224K | Buy |
+1,165
| New | +$224K | 0.09% | 156 |
|