Vishria Bird Financial Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $447K | Hold |
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|
2025
Q2 | $402K | Hold |
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|
2025
Q1 | $327K | Hold |
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|
2024
Q4 | $369K | Hold |
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|
2024
Q3 | $358K | Hold |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $330K | Hold |
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|
2023
Q4 | $305K | Hold |
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|
2023
Q3 | $260K | Hold |
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|
2023
Q2 | $276K | Hold |
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|
2023
Q1 | $240K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $202K | Hold |
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|
2022
Q1 | $252K | Hold |
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|
2021
Q4 | $276K | Hold |
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|
2021
Q3 | $237K | Hold |
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|
2021
Q2 | $234K | Hold |
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|
2021
Q1 | $211K | Hold |
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|
2020
Q4 | $206K | Buy |
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