Sunesis 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
Q1 | $981K | Hold |
4,752
| – | – | 0.53% | 26 |
|
|
2024
Q4 | $1.1M | Hold |
4,752
| – | – | 0.67% | 21 |
|
|
2024
Q3 | $1.07M | Hold |
4,752
| – | – | 0.65% | 23 |
|
|
2024
Q2 | $1.08M | Hold |
4,752
| – | – | 0.64% | 26 |
|
|
2024
Q1 | $990K | Sell |
4,752
-399
| -8% | -$83.1K | 0.58% | 28 |
|
|
2023
Q4 | $991K | Hold |
5,151
| – | – | 0.6% | 30 |
|
|
2023
Q3 | $844K | Buy |
+5,151
| New | +$844K | 0.6% | 28 |
|
|
2023
Q1 | $778K | Buy |
+5,151
| New | +$778K | 0.56% | 32 |
|