Taylor & Morgan 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 | $648K | Sell |
2,560
-210
| -8% | -$53.2K | 0.44% | 35 |
|
|
2025
Q1 | $572K | Sell |
2,770
-166
| -6% | -$34.3K | 0.43% | 39 |
|
|
2024
Q4 | $683K | Sell |
2,936
-461
| -14% | -$107K | 0.48% | 32 |
|
|
2024
Q3 | $767K | Buy |
3,397
+151
| +5% | +$34.1K | 0.51% | 27 |
|
|
2024
Q2 | $734K | Sell |
3,246
-7
| -0.2% | -$1.58K | 0.52% | 26 |
|
|
2024
Q1 | $677K | Sell |
3,253
-216
| -6% | -$45K | 0.5% | 29 |
|
|
2023
Q4 | $668K | Sell |
3,469
-92
| -3% | -$17.7K | 0.53% | 30 |
|
|
2023
Q3 | $584K | Sell |
3,561
-46
| -1% | -$7.54K | 0.53% | 31 |
|
|
2023
Q2 | $627K | Sell |
3,607
-16
| -0.4% | -$2.78K | 0.51% | 31 |
|
|
2023
Q1 | $547K | Sell |
3,623
-34
| -0.9% | -$5.14K | 0.48% | 36 |
|
|
2022
Q4 | $455K | Sell |
3,657
-198
| -5% | -$24.6K | 0.43% | 46 |
|
|
2022
Q3 | $458K | Sell |
3,855
-325
| -8% | -$38.6K | 0.46% | 46 |
|
|
2022
Q2 | $531K | Sell |
4,180
-2,134
| -34% | -$271K | 0.5% | 42 |
|
|
2022
Q1 | $1M | Sell |
6,314
-2,674
| -30% | -$425K | 0.82% | 27 |
|
|
2021
Q4 | $1.56M | Buy |
+8,988
| New | +$1.56M | 1.26% | 19 |
|