Precedent Wealth Partners’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 | $233K | Sell |
920
-920
| -50% | -$233K | 0.06% | 161 |
|
|
2025
Q1 | $380K | Hold |
1,840
| – | – | 0.11% | 130 |
|
|
2024
Q4 | $428K | Hold |
1,840
| – | – | 0.14% | 121 |
|
|
2024
Q3 | $415K | Hold |
1,840
| – | – | 0.14% | 113 |
|
|
2024
Q2 | $416K | Hold |
1,840
| – | – | 0.17% | 106 |
|
|
2024
Q1 | $383K | Hold |
1,840
| – | – | 0.16% | 109 |
|
|
2023
Q4 | $354K | Buy |
+1,840
| New | +$354K | 0.18% | 101 |
|