Premier Path 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 | $29.8M | Sell |
117,859
-3,340
| -3% | -$846K | 4.15% | 1 |
|
|
2025
Q1 | $25M | Buy |
121,199
+2,826
| +2% | +$584K | 3.89% | 2 |
|
|
2024
Q4 | $27.5M | Buy |
118,373
+2,096
| +2% | +$487K | 4.19% | 2 |
|
|
2024
Q3 | $26.3M | Buy |
116,277
+15,779
| +16% | +$3.56M | 4.14% | 2 |
|
|
2024
Q2 | $22.7M | Buy |
100,498
+2,219
| +2% | +$502K | 3.87% | 3 |
|
|
2024
Q1 | $20.5M | Buy |
98,279
+16,628
| +20% | +$3.46M | 3.85% | 3 |
|
|
2023
Q4 | $16M | Buy |
+81,651
| New | +$16M | 3.53% | 3 |
|