Trinity Financial 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 | $432K | Hold |
1,706
| – | – | 0.13% | 61 |
|
|
2025
Q1 | $333K | Sell |
1,706
-40
| -2% | -$7.81K | 0.12% | 60 |
|
|
2024
Q4 | $405K | Buy |
1,746
+31
| +2% | +$7.19K | 0.15% | 50 |
|
|
2024
Q3 | $420K | Sell |
1,715
-1,302
| -43% | -$319K | 0.19% | 51 |
|
|
2024
Q2 | $682K | Buy |
+3,017
| New | +$682K | 0.31% | 36 |
|
|
2022
Q1 | – | Sell |
-4,027
| Closed | -$700K | – | 70 |
|
|
2021
Q4 | $700K | Buy |
+4,027
| New | +$700K | 0.41% | 19 |
|