Tanglewood Legacy 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 | $451K | Hold |
1,780
| – | – | 0.18% | 69 |
|
|
2025
Q1 | $368K | Hold |
1,780
| – | – | 0.16% | 71 |
|
|
2024
Q4 | $414K | Hold |
1,780
| – | – | 0.18% | 69 |
|
|
2024
Q3 | $402K | Hold |
1,780
| – | – | 0.18% | 65 |
|
|
2024
Q2 | $403K | Hold |
1,780
| – | – | 0.19% | 60 |
|
|
2024
Q1 | $371K | Hold |
1,780
| – | – | 0.18% | 64 |
|
|
2023
Q4 | $343K | Hold |
1,780
| – | – | 0.19% | 63 |
|
|
2023
Q3 | $292K | Hold |
1,780
| – | – | 0.17% | 67 |
|
|
2023
Q2 | $309K | Hold |
1,780
| – | – | 0.18% | 66 |
|
|
2023
Q1 | $269K | Hold |
1,780
| – | – | 0.17% | 62 |
|
|
2022
Q4 | $222K | Buy |
+1,780
| New | +$222K | 0.16% | 52 |
|