Rockwood Wealth Management’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 | – | Sell |
-1,094
| Closed | -$226K | – | 109 |
|
|
2025
Q1 | $226K | Sell |
1,094
-617
| -36% | -$127K | 0.02% | 88 |
|
|
2024
Q4 | $401K | Buy |
1,711
+145
| +9% | +$34K | 0.04% | 58 |
|
|
2024
Q3 | $354K | Buy |
1,566
+441
| +39% | +$99.6K | 0.04% | 61 |
|
|
2024
Q2 | $255K | Sell |
1,125
-16
| -1% | -$3.62K | 0.03% | 72 |
|
|
2024
Q1 | $238K | Hold |
1,141
| – | – | 0.03% | 73 |
|
|
2023
Q4 | $220K | Sell |
1,141
-143
| -11% | -$27.5K | 0.03% | 69 |
|
|
2023
Q3 | $210K | Buy |
1,284
+95
| +8% | +$15.6K | 0.04% | 62 |
|
|
2023
Q2 | $207K | Buy |
+1,189
| New | +$207K | 0.04% | 74 |
|