Tyler-Stone Wealth Management’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 | $588K | Sell |
2,324
-20
| -0.9% | -$5.06K | 0.09% | 183 |
|
|
2025
Q1 | $484K | Sell |
2,344
-2
| -0.1% | -$413 | 0.09% | 189 |
|
|
2024
Q4 | $546K | Sell |
2,346
-71
| -3% | -$16.5K | 0.1% | 183 |
|
|
2024
Q3 | $546K | Buy |
2,417
+1,168
| +94% | +$264K | 0.1% | 178 |
|
|
2024
Q2 | $282K | Buy |
1,249
+1
| +0.1% | +$226 | 0.12% | 151 |
|
|
2024
Q1 | $260K | Hold |
1,248
| – | – | 0.12% | 162 |
|
|
2023
Q4 | $240K | Buy |
1,248
+80
| +7% | +$15.4K | 0.12% | 162 |
|
|
2023
Q3 | $191K | Hold |
1,168
| – | – | 0.11% | 161 |
|
|
2023
Q2 | $203K | Buy |
+1,168
| New | +$203K | 0.11% | 159 |
|
|
2022
Q4 | $145K | Sell |
1,167
-380
| -25% | -$47.2K | 0.1% | 187 |
|
|
2022
Q3 | $184K | Sell |
1,547
-113
| -7% | -$13.4K | 0.14% | 140 |
|
|
2022
Q2 | $211K | Sell |
1,660
-969
| -37% | -$123K | 0.14% | 141 |
|
|
2022
Q1 | $418K | Sell |
2,629
-506
| -16% | -$80.5K | 0.23% | 93 |
|
|
2021
Q4 | $545K | Buy |
+3,135
| New | +$545K | 0.29% | 75 |
|