REDW Wealth’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 |
-1,453
| Closed | -$338K | – | 111 |
|
|
2024
Q4 | $338K | Sell |
1,453
-280
| -16% | -$65.1K | 0.12% | 72 |
|
|
2024
Q3 | $391K | Sell |
1,733
-640
| -27% | -$144K | 0.1% | 109 |
|
|
2024
Q2 | $537K | Hold |
2,373
| – | – | 0.14% | 77 |
|
|
2024
Q1 | $494K | Buy |
2,373
+416
| +21% | +$86.6K | 0.13% | 85 |
|
|
2023
Q4 | $377K | Sell |
1,957
-210
| -10% | -$40.4K | 0.11% | 99 |
|
|
2023
Q3 | $355K | Sell |
2,167
-1,300
| -37% | -$213K | 0.11% | 98 |
|
|
2023
Q2 | $603K | Sell |
3,467
-325
| -9% | -$56.5K | 0.18% | 69 |
|
|
2023
Q1 | $573K | Sell |
3,792
-219
| -5% | -$33.1K | 0.18% | 71 |
|
|
2022
Q4 | $499K | Buy |
+4,011
| New | +$499K | 0.17% | 69 |
|
|
2022
Q1 | – | Sell |
-1,571
| Closed | -$273K | – | 131 |
|
|
2021
Q4 | $273K | Buy |
+1,571
| New | +$273K | 0.08% | 96 |
|