Ridgewood Investments’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 | $384K | Buy |
1,515
+513
| +51% | +$130K | 0.17% | 144 |
|
|
2025
Q1 | $207K | Buy |
1,002
+448
| +81% | +$92.5K | 0.1% | 180 |
|
|
2024
Q4 | $129K | Buy |
554
+200
| +56% | +$46.5K | 0.06% | 213 |
|
|
2024
Q3 | $79.9K | Buy |
354
+244
| +222% | +$55.1K | 0.04% | 256 |
|
|
2024
Q2 | $24.9K | Buy |
+110
| New | +$24.9K | 0.01% | 418 |
|
|
2023
Q3 | – | Sell |
-132
| Closed | -$23K | – | 794 |
|
|
2023
Q2 | $23K | Hold |
132
| – | – | 0.01% | 430 |
|
|
2023
Q1 | $19.9K | Buy |
+132
| New | +$19.9K | 0.01% | 459 |
|