Sandbox 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 | $706K | Sell |
2,789
-121
| -4% | -$30.6K | 0.22% | 58 |
|
|
2025
Q1 | $601K | Buy |
2,910
+3
| +0.1% | +$620 | 0.21% | 59 |
|
|
2024
Q4 | $676K | Buy |
2,907
+120
| +4% | +$27.9K | 0.23% | 54 |
|
|
2024
Q3 | $629K | Buy |
2,787
+13
| +0.5% | +$2.94K | 0.22% | 55 |
|
|
2024
Q2 | $628K | Buy |
2,774
+3
| +0.1% | +$679 | 0.24% | 54 |
|
|
2024
Q1 | $577K | Sell |
2,771
-14
| -0.5% | -$2.92K | 0.24% | 56 |
|
|
2023
Q4 | $536K | Buy |
2,785
+4
| +0.1% | +$770 | 0.25% | 54 |
|
|
2023
Q3 | $456K | Buy |
2,781
+1
| +0% | +$164 | 0.24% | 55 |
|
|
2023
Q2 | $483K | Sell |
2,780
-285
| -9% | -$49.5K | 0.25% | 53 |
|
|
2023
Q1 | $463K | Sell |
3,065
-96
| -3% | -$14.5K | 0.28% | 49 |
|
|
2022
Q4 | $393K | Sell |
3,161
-209
| -6% | -$26K | 0.27% | 47 |
|
|
2022
Q3 | $400K | Sell |
3,370
-35
| -1% | -$4.15K | 0.29% | 49 |
|
|
2022
Q2 | $433K | Sell |
3,405
-399
| -10% | -$50.7K | 0.31% | 47 |
|
|
2022
Q1 | $605K | Buy |
3,804
+5
| +0.1% | +$795 | 0.35% | 36 |
|
|
2021
Q4 | $661K | Buy |
3,799
+325
| +9% | +$56.5K | 0.41% | 32 |
|
|
2021
Q3 | $519K | Sell |
3,474
-2,011
| -37% | -$300K | 0.37% | 36 |
|
|
2021
Q2 | $810K | Buy |
5,485
+3,057
| +126% | +$451K | 0.6% | 28 |
|
|
2021
Q1 | $334K | Sell |
2,428
-406
| -14% | -$55.9K | 0.27% | 50 |
|
|
2020
Q4 | $368K | Buy |
+2,834
| New | +$368K | 0.34% | 40 |
|