Root Financial 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 | $609K | Buy |
2,404
+698
| +41% | +$177K | 0.06% | 104 |
|
|
2025
Q1 | $352K | Sell |
1,706
-720
| -30% | -$149K | 0.04% | 140 |
|
|
2024
Q4 | $564K | Buy |
2,426
+1,318
| +119% | +$306K | 0.07% | 105 |
|
|
2024
Q3 | $250K | Buy |
+1,108
| New | +$250K | 0.04% | 134 |
|
|
2024
Q2 | – | Sell |
-1,439
| Closed | -$300K | – | 119 |
|
|
2024
Q1 | $300K | Buy |
+1,439
| New | +$300K | 0.09% | 78 |
|