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Triangle Securities Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

Triangle Securities Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.25M Buy
4,950
+125
+3% +$31.7K 0.31% 82
2025
Q1 		$996K Hold
4,825
– – 0.26% 102
2024
Q4 		$1.12M Hold
4,825
– – 0.29% 89
2024
Q3 		$1.09M Hold
4,825
– – 0.28% 93
2024
Q2 		$1.09M Sell
4,825
-1,000
-17% -$226K 0.31% 86
2024
Q1 		$1.21M Hold
5,825
– – 0.35% 81
2023
Q4 		$1.12M Hold
5,825
– – 0.35% 83
2023
Q3 		$955K Hold
5,825
– – 0.34% 81
2023
Q2 		$1.01M Hold
5,825
– – 0.35% 82
2023
Q1 		$880K Hold
5,825
– – 0.31% 97
2022
Q4 		$725K Hold
5,825
– – 0.27% 108
2022
Q3 		$692K Hold
5,825
– – 0.28% 104
2022
Q2 		$740K Hold
5,825
– – 0.29% 102
2022
Q1 		$926K Sell
5,825
-105
-2% -$16.7K 0.31% 96
2021
Q4 		$1.03M Sell
5,930
-286
-5% -$49.7K 0.32% 95
2021
Q3 		$928K Sell
6,216
-14
-0.2% -$2.09K 0.32% 97
2021
Q2 		$920K Hold
6,230
– – 0.31% 98
2021
Q1 		$827K Hold
6,230
– – 0.3% 101
2020
Q4 		$810K Hold
6,230
– – 0.32% 97
2020
Q3 		$727K Hold
6,230
– – 0.33% 94
2020
Q2 		$651K Sell
6,230
-150
-2% -$15.7K 0.31% 95
2020
Q1 		$513K Sell
6,380
-100
-2% -$8.04K 0.3% 94
2019
Q4 		$594K Hold
6,480
– – 0.26% 103
2019
Q3 		$522K Hold
6,480
– – 0.26% 104
2019
Q2 		$514K Sell
6,480
-80
-1% -$6.35K 0.26% 96
2019
Q1 		$485K Sell
6,560
-220
-3% -$16.3K 0.25% 98
2018
Q4 		$420K Hold
6,780
– – 0.25% 100
2018
Q3 		$511K Hold
6,780
– – 0.27% 96
2018
Q2 		$471K Sell
6,780
-80
-1% -$5.56K 0.26% 99
2018
Q1 		$449K Hold
6,860
– – 0.26% 102
2017
Q4 		$439K Hold
6,860
– – 0.25% 101
2017
Q3 		$405K Hold
6,860
– – 0.24% 98
2017
Q2 		$375K Hold
6,860
– – 0.25% 98
2017
Q1 		$366K Hold
6,860
– – 0.23% 99
2016
Q4 		$332K Hold
6,860
– – 0.22% 99
2016
Q3 		$328K Sell
6,860
-100
-1% -$4.78K 0.23% 99
2016
Q2 		$302K Hold
6,960
– – 0.23% 102
2016
Q1 		$309K Buy
+6,960
New +$309K 0.2% 108
2015
Q4 		– Sell
-6,960
Closed -$275K – 141
2015
Q3 		$275K Hold
6,960
– – 0.21% 107
2015
Q2 		$288K Buy
6,960
+300
+5% +$12.4K 0.2% 112
2015
Q1 		$276K Hold
6,660
– – 0.19% 116
2014
Q4 		$275K Sell
6,660
-580
-8% -$23.9K 0.2% 108
2014
Q3 		$289K Hold
7,240
– – 0.22% 97
2014
Q2 		$278K Hold
7,240
– – 0.21% 102
2014
Q1 		$219K Hold
7,240
– – 0.2% 111
2013
Q4 		$259K Hold
7,240
– – 0.21% 105
2013
Q3 		$232K Hold
7,240
– – 0.2% 108
2013
Q2 		$221K Buy
+7,240
New +$221K 0.16% 110