Peterson Wealth Management’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
Q1 | $5.88M | Buy |
28,474
+433
| +2% | +$89.4K | 3.96% | 8 |
|
|
2024
Q4 | $6.52M | Buy |
28,041
+1,460
| +5% | +$339K | 3.88% | 8 |
|
|
2024
Q3 | $6M | Buy |
26,581
+1,986
| +8% | +$448K | 3.84% | 7 |
|
|
2024
Q2 | $5.56M | Buy |
24,595
+2,362
| +11% | +$534K | 3.44% | 8 |
|
|
2024
Q1 | $4.63M | Buy |
22,233
+669
| +3% | +$139K | 3.34% | 7 |
|
|
2023
Q4 | $4.15M | Sell |
21,564
-2,324
| -10% | -$447K | 3.74% | 6 |
|
|
2023
Q3 | $3.92M | Buy |
23,888
+4,018
| +20% | +$659K | 3.22% | 8 |
|
|
2023
Q2 | $3.45M | Buy |
19,870
+928
| +5% | +$161K | 2.74% | 12 |
|
|
2023
Q1 | $2.86M | Sell |
18,942
-155
| -0.8% | -$23.4K | 2.74% | 10 |
|
|
2022
Q4 | $2.38M | Sell |
19,097
-374
| -2% | -$46.5K | 2.42% | 10 |
|
|
2022
Q3 | $2.31M | Buy |
19,471
+15,321
| +369% | +$1.82M | 2.16% | 12 |
|
|
2022
Q2 | $528K | Sell |
4,150
-16,471
| -80% | -$2.1M | 0.68% | 36 |
|
|
2022
Q1 | $3.28M | Sell |
20,621
-13,869
| -40% | -$2.2M | 2.2% | 13 |
|
|
2021
Q4 | $6M | Buy |
34,490
+1,279
| +4% | +$222K | 4% | 6 |
|
|
2021
Q3 | $4.96M | Buy |
33,211
+988
| +3% | +$148K | 3.84% | 8 |
|
|
2021
Q2 | $4.76M | Sell |
32,223
-15,750
| -33% | -$2.33M | 3.71% | 8 |
|
|
2021
Q1 | $6.37M | Sell |
47,973
-10,900
| -19% | -$1.45M | 5.41% | 6 |
|
|
2020
Q4 | $7.66M | Buy |
58,873
+1,765
| +3% | +$229K | 6.21% | 5 |
|
|
2020
Q3 | $6.66M | Sell |
57,108
-4,559
| -7% | -$532K | 5.9% | 7 |
|
|
2020
Q2 | $6.44M | Buy |
61,667
+4,634
| +8% | +$484K | 6.4% | 4 |
|
|
2020
Q1 | $4.58M | Sell |
57,033
-19,744
| -26% | -$1.59M | 5.58% | 6 |
|
|
2019
Q4 | $7.3M | Buy |
+76,777
| New | +$7.3M | 6.63% | 5 |
|