TruWealth 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 | $433K | Hold |
1,708
| – | – | 0.02% | 118 |
|
|
2025
Q1 | $353K | Sell |
1,708
-119
| -7% | -$24.6K | 0.02% | 120 |
|
|
2024
Q4 | $425K | Buy |
1,827
+1
| +0.1% | +$233 | 0.03% | 112 |
|
|
2024
Q3 | $412K | Buy |
1,826
+1
| +0.1% | +$226 | 0.03% | 111 |
|
|
2024
Q2 | $413K | Sell |
1,825
-22
| -1% | -$4.98K | 0.03% | 112 |
|
|
2024
Q1 | $385K | Buy |
1,847
+1
| +0.1% | +$208 | 0.03% | 114 |
|
|
2023
Q4 | $355K | Sell |
1,846
-102
| -5% | -$19.6K | 0.03% | 107 |
|
|
2023
Q3 | $319K | Sell |
1,948
-25
| -1% | -$4.1K | 0.03% | 109 |
|
|
2023
Q2 | $343K | Buy |
1,973
+2
| +0.1% | +$348 | 0.03% | 101 |
|
|
2023
Q1 | $298K | Buy |
1,971
+355
| +22% | +$53.6K | 0.03% | 116 |
|
|
2022
Q4 | $201K | Buy |
+1,616
| New | +$201K | 0.02% | 135 |
|