Strait & Sound Wealth Management’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 | $832K | Buy |
3,286
+140
| +4% | +$35.5K | 0.35% | 61 |
|
|
2025
Q1 | $650K | Sell |
3,146
-310
| -9% | -$64K | 0.3% | 71 |
|
|
2024
Q4 | $804K | Sell |
3,456
-591
| -15% | -$137K | 0.37% | 51 |
|
|
2024
Q3 | $914K | Sell |
4,047
-261
| -6% | -$58.9K | 0.44% | 41 |
|
|
2024
Q2 | $975K | Buy |
4,308
+1,374
| +47% | +$311K | 0.5% | 34 |
|
|
2024
Q1 | $613K | Sell |
2,934
-1,000
| -25% | -$209K | 0.34% | 48 |
|
|
2023
Q4 | $754K | Buy |
3,934
+994
| +34% | +$191K | 0.47% | 40 |
|
|
2023
Q3 | $482K | Buy |
2,940
+70
| +2% | +$11.5K | 0.41% | 55 |
|
|
2023
Q2 | $499K | Sell |
2,870
-43
| -1% | -$7.48K | 0.49% | 47 |
|
|
2023
Q1 | $440K | Sell |
2,913
-204
| -7% | -$30.8K | 0.44% | 54 |
|
|
2022
Q4 | $409K | Buy |
+3,117
| New | +$409K | 0.45% | 55 |
|