Provident 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
Q2 | $297K | Sell |
1,171
-5
| -0.4% | -$1.27K | 0.1% | 62 |
|
2025
Q1 | $243K | Hold |
1,176
| – | – | 0.08% | 67 |
|
2024
Q4 | $273K | Sell |
1,176
-55
| -4% | -$12.8K | 0.09% | 65 |
|
2024
Q3 | $278K | Hold |
1,231
| – | – | 0.09% | 66 |
|
2024
Q2 | $278K | Buy |
1,231
+700
| +132% | +$158K | 0.1% | 61 |
|
2024
Q1 | $111K | Buy |
+531
| New | +$111K | 0.04% | 72 |
|
2020
Q4 | – | Sell |
-420
| Closed | -$49K | – | 275 |
|
2020
Q3 | $49K | Buy |
+420
| New | +$49K | 0.06% | 92 |
|