Pursue 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 | $1.05M | Hold |
4,161
| – | – | 0.6% | 44 |
|
2025
Q1 | $859K | Sell |
4,161
-1,165
| -22% | -$241K | 0.52% | 50 |
|
2024
Q4 | $1.24M | Hold |
5,326
| – | – | 0.71% | 43 |
|
2024
Q3 | $1.2M | Hold |
5,326
| – | – | 0.66% | 43 |
|
2024
Q2 | $1.2M | Hold |
5,326
| – | – | 0.66% | 37 |
|
2024
Q1 | $1.11M | Hold |
5,326
| – | – | 0.65% | 37 |
|
2023
Q4 | $1.03M | Hold |
5,326
| – | – | 0.66% | 38 |
|
2023
Q3 | $873K | Hold |
5,326
| – | – | 0.62% | 41 |
|
2023
Q2 | $926K | Hold |
5,326
| – | – | 0.58% | 44 |
|
2023
Q1 | $804K | Sell |
5,326
-4,163
| -44% | -$629K | 0.55% | 48 |
|
2022
Q4 | $1.18M | Hold |
9,489
| – | – | 0.91% | 37 |
|
2022
Q3 | $1.13M | Hold |
9,489
| – | – | 0.81% | 36 |
|
2022
Q2 | $1.21M | Hold |
9,489
| – | – | 0.77% | 40 |
|
2022
Q1 | $1.47M | Hold |
9,489
| – | – | 0.61% | 43 |
|
2021
Q4 | $1.65M | Buy |
+9,489
| New | +$1.65M | 0.64% | 44 |
|