Vishria Bird Financial Group’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 | $402K | Hold |
1,586
| – | – | 0.13% | 67 |
|
|
2025
Q1 | $327K | Hold |
1,586
| – | – | 0.11% | 68 |
|
|
2024
Q4 | $369K | Hold |
1,586
| – | – | 0.13% | 61 |
|
|
2024
Q3 | $358K | Hold |
1,586
| – | – | 0.14% | 65 |
|
|
2024
Q2 | $359K | Hold |
1,586
| – | – | 0.15% | 53 |
|
|
2024
Q1 | $330K | Hold |
1,586
| – | – | 0.14% | 54 |
|
|
2023
Q4 | $305K | Hold |
1,586
| – | – | 0.14% | 49 |
|
|
2023
Q3 | $260K | Hold |
1,586
| – | – | 0.15% | 50 |
|
|
2023
Q2 | $276K | Hold |
1,586
| – | – | 0.16% | 49 |
|
|
2023
Q1 | $240K | Buy |
+1,586
| New | +$240K | 0.15% | 51 |
|
|
2022
Q3 | – | Sell |
-1,586
| Closed | -$202K | – | 60 |
|
|
2022
Q2 | $202K | Hold |
1,586
| – | – | 0.13% | 57 |
|
|
2022
Q1 | $252K | Hold |
1,586
| – | – | 0.14% | 54 |
|
|
2021
Q4 | $276K | Hold |
1,586
| – | – | 0.13% | 57 |
|
|
2021
Q3 | $237K | Hold |
1,586
| – | – | 0.12% | 55 |
|
|
2021
Q2 | $234K | Hold |
1,586
| – | – | 0.12% | 55 |
|
|
2021
Q1 | $211K | Hold |
1,586
| – | – | 0.12% | 53 |
|
|
2020
Q4 | $206K | Buy |
+1,586
| New | +$206K | 0.12% | 47 |
|