Richardson Financial Services’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 | $16.3K | Sell |
65
-4,404
| -99% | -$1.11M | 0.01% | 352 |
|
|
2025
Q1 | $923K | Buy |
+4,469
| New | +$923K | 0.7% | 33 |
|
|
2024
Q4 | – | Sell |
-4,281
| Closed | -$968K | – | 660 |
|
|
2024
Q3 | $968K | Hold |
4,281
| – | – | 0.62% | 41 |
|
|
2024
Q2 | $968K | Sell |
4,281
-283
| -6% | -$64K | 0.7% | 36 |
|
|
2024
Q1 | $951K | Sell |
4,564
-122
| -3% | -$25.4K | 0.67% | 41 |
|
|
2023
Q4 | $902K | Buy |
+4,686
| New | +$902K | 0.79% | 32 |
|