VCI 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 | $2.67M | Buy |
10,524
+753
| +8% | +$191K | 0.93% | 23 |
|
|
2025
Q1 | $2.02M | Buy |
+9,771
| New | +$2.02M | 0.85% | 29 |
|
|
2024
Q4 | – | Sell |
-3,554
| Closed | -$802K | – | 109 |
|
|
2024
Q3 | $802K | Sell |
3,554
-5,193
| -59% | -$1.17M | 0.36% | 73 |
|
|
2024
Q2 | $1.98M | Sell |
8,747
-750
| -8% | -$170K | 0.98% | 28 |
|
|
2024
Q1 | $1.98M | Sell |
9,497
-1,980
| -17% | -$412K | 1.34% | 22 |
|
|
2023
Q4 | $2.21M | Buy |
+11,477
| New | +$2.21M | 1.34% | 19 |
|