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