Total Clarity 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 | $1.37M | Sell |
5,405
-80
| -1% | -$20.3K | 0.39% | 67 |
|
|
2025
Q1 | $1.28M | Hold |
5,485
| – | – | 0.42% | 65 |
|
|
2024
Q4 | $1.28M | Sell |
5,485
-116
| -2% | -$27K | 0.41% | 65 |
|
|
2024
Q3 | $1.26M | Buy |
5,601
+400
| +8% | +$90.3K | 0.41% | 67 |
|
|
2024
Q2 | $1.18M | Buy |
5,201
+469
| +10% | +$106K | 0.41% | 66 |
|
|
2024
Q1 | $986K | Buy |
4,732
+166
| +4% | +$34.6K | 0.34% | 89 |
|
|
2023
Q4 | $879K | Buy |
4,566
+261
| +6% | +$50.2K | 0.36% | 83 |
|
|
2023
Q3 | $706K | Buy |
4,305
+1,849
| +75% | +$303K | 0.34% | 84 |
|
|
2023
Q2 | $427K | Buy |
2,456
+310
| +14% | +$53.9K | 0.21% | 121 |
|
|
2023
Q1 | $324K | Sell |
2,146
-13
| -0.6% | -$1.96K | 0.18% | 122 |
|
|
2022
Q4 | $269K | Buy |
2,159
+262
| +14% | +$32.6K | 0.14% | 174 |
|
|
2022
Q3 | $225K | Sell |
1,897
-245
| -11% | -$29.1K | 0.14% | 190 |
|
|
2022
Q2 | $272K | Buy |
2,142
+592
| +38% | +$75.2K | 0.14% | 158 |
|
|
2022
Q1 | $246K | Buy |
1,550
+41
| +3% | +$6.51K | 0.14% | 185 |
|
|
2021
Q4 | $262K | Buy |
1,509
+451
| +43% | +$78.3K | 0.12% | 178 |
|
|
2021
Q3 | $158K | Buy |
+1,058
| New | +$158K | 0.08% | 242 |
|
|
2021
Q2 | – | Sell |
-636
| Closed | -$85K | – | 759 |
|
|
2021
Q1 | $85K | Buy |
+636
| New | +$85K | 0.05% | 264 |
|
|
2020
Q1 | – | Sell |
-627
| Closed | -$58K | – | 639 |
|
|
2019
Q4 | $58K | Buy |
+627
| New | +$58K | 0.04% | 246 |
|