Paladin Advisory 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 | $548K | Hold |
2,165
| – | – | 0.42% | 46 |
|
|
2025
Q1 | $447K | Hold |
2,165
| – | – | 0.36% | 49 |
|
|
2024
Q4 | $503K | Sell |
2,165
-2
| -0.1% | -$465 | 0.39% | 48 |
|
|
2024
Q3 | $489K | Hold |
2,167
| – | – | 0.36% | 51 |
|
|
2024
Q2 | $494K | Hold |
2,167
| – | – | 0.39% | 50 |
|
|
2024
Q1 | $453K | Hold |
2,167
| – | – | 0.36% | 50 |
|
|
2023
Q4 | $417K | Sell |
2,167
-300
| -12% | -$57.7K | 0.34% | 53 |
|
|
2023
Q3 | $404K | Hold |
2,467
| – | – | 0.34% | 56 |
|
|
2023
Q2 | $429K | Hold |
2,467
| – | – | 0.34% | 57 |
|
|
2023
Q1 | $373K | Buy |
+2,467
| New | +$373K | 0.31% | 61 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 269 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 275 |
|
|
2022
Q2 | – | Sell |
-3,209
| Closed | -$508K | – | 276 |
|
|
2022
Q1 | $508K | Buy |
+3,209
| New | +$508K | 0.41% | 52 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 267 |
|