Provenance 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
Q1 | – | Sell |
-1,700
| Closed | -$395K | – | 584 |
|
|
2024
Q4 | $395K | Hold |
1,700
| – | – | 0.05% | 101 |
|
|
2024
Q3 | $384K | Hold |
1,700
| – | – | 0.05% | 111 |
|
|
2024
Q2 | $385K | Hold |
1,700
| – | – | 0.05% | 96 |
|
|
2024
Q1 | $354K | Hold |
1,700
| – | – | 0.05% | 108 |
|
|
2023
Q4 | $327K | Sell |
1,700
-8,815
| -84% | -$1.7M | 0.04% | 106 |
|
|
2023
Q3 | $1.72M | Buy |
+10,515
| New | +$1.72M | 0.28% | 24 |
|