Talisman 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 | $548K | Sell |
2,165
-128
| -6% | -$32.4K | 0.5% | 50 |
|
|
2025
Q1 | $474K | Sell |
2,293
-168
| -7% | -$34.7K | 0.49% | 55 |
|
|
2024
Q4 | $572K | Sell |
2,461
-147
| -6% | -$34.2K | 0.61% | 45 |
|
|
2024
Q3 | $587K | Sell |
2,608
-100
| -4% | -$22.5K | 0.62% | 44 |
|
|
2024
Q2 | $613K | Buy |
2,708
+2
| +0.1% | +$452 | 0.71% | 39 |
|
|
2024
Q1 | $564K | Buy |
2,706
+1
| +0% | +$208 | 0.71% | 42 |
|
|
2023
Q4 | $521K | Sell |
2,705
-117
| -4% | -$22.5K | 0.77% | 38 |
|
|
2023
Q3 | $463K | Buy |
2,822
+2
| +0.1% | +$328 | 0.8% | 39 |
|
|
2023
Q2 | $490K | Sell |
2,820
-388
| -12% | -$67.5K | 0.84% | 38 |
|
|
2023
Q1 | $484K | Buy |
3,208
+962
| +43% | +$145K | 0.87% | 33 |
|
|
2022
Q4 | $280K | Buy |
+2,246
| New | +$280K | 0.6% | 54 |
|