TCA
Trifecta Capital Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87M | Hold |
11,325
| – | – | 0.48% | 47 |
|
|
2025
Q1 | $2.34M | Sell |
11,325
-741
| -6% | -$153K | 0.49% | 49 |
|
|
2024
Q4 | $2.81M | Sell |
12,066
-454
| -4% | -$106K | 0.55% | 46 |
|
|
2024
Q3 | $2.83M | Hold |
12,520
| – | – | 0.59% | 49 |
|
|
2024
Q2 | $2.83M | Buy |
12,520
+150
| +1% | +$33.9K | 0.63% | 45 |
|
|
2024
Q1 | $2.58M | Sell |
12,370
-79
| -0.6% | -$16.5K | 0.63% | 46 |
|
|
2023
Q4 | $2.4M | Buy |
12,449
+61
| +0.5% | +$11.7K | 0.66% | 44 |
|
|
2023
Q3 | $2.03M | Sell |
12,388
-3,185
| -20% | -$522K | 0.65% | 43 |
|
|
2023
Q2 | $2.71M | Hold |
15,573
| – | – | 0.87% | 33 |
|
|
2023
Q1 | $2.35M | Hold |
15,573
| – | – | 0.83% | 39 |
|
|
2022
Q4 | $1.94M | Buy |
+15,573
| New | +$1.94M | 0.77% | 41 |
|