Sightline Wealth Advisors’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 | $244K | Buy |
+963
| New | +$244K | 0.12% | 72 |
|
|
2025
Q1 | – | Sell |
-963
| Closed | -$224K | – | 89 |
|
|
2024
Q4 | $224K | Hold |
963
| – | – | 0.12% | 78 |
|
|
2024
Q3 | $217K | Hold |
963
| – | – | 0.12% | 74 |
|
|
2024
Q2 | $218K | Hold |
963
| – | – | 0.14% | 73 |
|
|
2024
Q1 | $201K | Buy |
+963
| New | +$201K | 0.13% | 70 |
|