Stone Summit Wealth’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $390K | Sell |
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|
2025
Q2 | $381K | Sell |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $406K | Sell |
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|
2024
Q3 | $445K | Sell |
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|
2024
Q2 | $458K | Sell |
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|
2024
Q1 | $443K | Sell |
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|
2023
Q4 | $425K | Sell |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $353K | Sell |
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|
2022
Q4 | $306K | Buy |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $272K | Sell |
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|
2022
Q1 | $367K | Sell |
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|
2021
Q4 | $539K | Buy |
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