TW
TritonPoint Wealth’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 | $9.01M | Sell |
35,600
-899
| -2% | -$228K | 0.83% | 29 |
|
|
2025
Q1 | $7.54M | Sell |
36,499
-444
| -1% | -$91.7K | 0.72% | 38 |
|
|
2024
Q4 | $8.59M | Sell |
36,943
-453
| -1% | -$105K | 0.78% | 30 |
|
|
2024
Q3 | $8.42M | Sell |
37,396
-2,580
| -6% | -$581K | 0.77% | 34 |
|
|
2024
Q2 | $9.04M | Buy |
39,976
+92
| +0.2% | +$20.8K | 0.87% | 30 |
|
|
2024
Q1 | $6.55M | Buy |
39,884
+5,329
| +15% | +$876K | 0.69% | 36 |
|
|
2023
Q4 | $6.65M | Buy |
+34,555
| New | +$6.65M | 0.65% | 43 |
|