Verum Partners’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
$2.54M Buy
10,026
+14
+0.1% +$3.55K 0.58% 36
2025
Q1
$2.07M Sell
10,012
-8
-0.1% -$1.65K 0.56% 34
2024
Q4
$2.33M Buy
10,020
+405
+4% +$94.2K 0.67% 31
2024
Q3
$2.17M Sell
9,615
-263
-3% -$59.4K 0.64% 29
2024
Q2
$2.23M Buy
9,878
+126
+1% +$28.5K 0.72% 30
2024
Q1
$2.03M Buy
9,752
+11
+0.1% +$2.29K 0.72% 35
2023
Q4
$1.88M Buy
9,741
+14
+0.1% +$2.7K 0.74% 37
2023
Q3
$1.59M Buy
+9,727
New +$1.59M 0.71% 41