Ridgecrest 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 | $325K | Sell |
1,285
-20
| -2% | -$5.07K | 0.17% | 76 |
|
|
2025
Q1 | $269K | Hold |
1,305
| – | – | 0.14% | 91 |
|
|
2024
Q4 | $303K | Hold |
1,305
| – | – | 0.16% | 76 |
|
|
2024
Q3 | $295K | Hold |
1,305
| – | – | 0.15% | 86 |
|
|
2024
Q2 | $295K | Buy |
1,305
+20
| +2% | +$4.53K | 0.18% | 83 |
|
|
2024
Q1 | $268K | Buy |
1,285
+15
| +1% | +$3.12K | 0.16% | 88 |
|
|
2023
Q4 | $244K | Buy |
1,270
+35
| +3% | +$6.74K | 0.16% | 88 |
|
|
2023
Q3 | $202K | Hold |
1,235
| – | – | 0.14% | 91 |
|
|
2023
Q2 | $215K | Buy |
+1,235
| New | +$215K | 0.14% | 93 |
|