Stone Summit Wealth’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 | $381K | Sell |
1,503
-9
| -0.6% | -$2.28K | 0.12% | 113 |
|
|
2025
Q1 | $312K | Sell |
1,512
-234
| -13% | -$48.3K | 0.11% | 118 |
|
|
2024
Q4 | $406K | Sell |
1,746
-227
| -12% | -$52.8K | 0.14% | 109 |
|
|
2024
Q3 | $445K | Sell |
1,973
-50
| -2% | -$11.3K | 0.14% | 107 |
|
|
2024
Q2 | $458K | Sell |
2,023
-106
| -5% | -$24K | 0.16% | 99 |
|
|
2024
Q1 | $443K | Sell |
2,129
-78
| -4% | -$16.2K | 0.15% | 103 |
|
|
2023
Q4 | $425K | Sell |
2,207
-40
| -2% | -$7.7K | 0.16% | 109 |
|
|
2023
Q3 | $368K | Sell |
2,247
-55
| -2% | -$9.02K | 0.16% | 112 |
|
|
2023
Q2 | $400K | Sell |
2,302
-33
| -1% | -$5.74K | 0.17% | 106 |
|
|
2023
Q1 | $353K | Sell |
2,335
-125
| -5% | -$18.9K | 0.16% | 108 |
|
|
2022
Q4 | $306K | Buy |
2,460
+565
| +30% | +$70.3K | 0.15% | 113 |
|
|
2022
Q3 | $225K | Sell |
1,895
-243
| -11% | -$28.9K | 0.14% | 121 |
|
|
2022
Q2 | $272K | Sell |
2,138
-150
| -7% | -$19.1K | 0.16% | 116 |
|
|
2022
Q1 | $367K | Sell |
2,288
-810
| -26% | -$130K | 0.21% | 103 |
|
|
2021
Q4 | $539K | Buy |
+3,098
| New | +$539K | 0.44% | 71 |
|