Visionary Wealth Advisors’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 | $14.4M | Buy |
56,958
+8,503
| +18% | +$2.15M | 0.74% | 34 |
|
|
2025
Q1 | $10M | Buy |
48,455
+2,485
| +5% | +$513K | 0.6% | 44 |
|
|
2024
Q4 | $10.7M | Sell |
45,970
-29,755
| -39% | -$6.92M | 0.63% | 40 |
|
|
2024
Q3 | $17.1M | Sell |
75,725
-182
| -0.2% | -$41.1K | 1.04% | 17 |
|
|
2024
Q2 | $17.2M | Buy |
75,907
+1,936
| +3% | +$438K | 1.12% | 15 |
|
|
2024
Q1 | $15.4M | Buy |
73,971
+31,892
| +76% | +$6.64M | 1.04% | 17 |
|
|
2023
Q4 | $8.1M | Sell |
42,079
-7,367
| -15% | -$1.42M | 0.6% | 41 |
|
|
2023
Q3 | $8.11M | Sell |
49,446
-1,483
| -3% | -$243K | 0.66% | 37 |
|
|
2023
Q2 | $8.85M | Sell |
50,929
-8,383
| -14% | -$1.46M | 0.71% | 32 |
|
|
2023
Q1 | $8.96M | Sell |
59,312
-17,574
| -23% | -$2.65M | 0.76% | 32 |
|
|
2022
Q4 | $9.57M | Buy |
76,886
+10,615
| +16% | +$1.32M | 0.88% | 27 |
|
|
2022
Q3 | $7.87M | Buy |
66,271
+9,597
| +17% | +$1.14M | 0.82% | 30 |
|
|
2022
Q2 | $7.2M | Sell |
56,674
-4,026
| -7% | -$512K | 0.65% | 39 |
|
|
2022
Q1 | $9.65M | Sell |
60,700
-12,106
| -17% | -$1.92M | 0.78% | 31 |
|
|
2021
Q4 | $12.7M | Buy |
72,806
+17,807
| +32% | +$3.1M | 1.04% | 25 |
|
|
2021
Q3 | $8.21M | Sell |
54,999
-8,250
| -13% | -$1.23M | 0.85% | 32 |
|
|
2021
Q2 | $9.34M | Sell |
63,249
-2,143
| -3% | -$316K | 0.94% | 28 |
|
|
2021
Q1 | $8.69M | Sell |
65,392
-2,813
| -4% | -$374K | 0.91% | 26 |
|
|
2020
Q4 | $8.87M | Sell |
68,205
-13,363
| -16% | -$1.74M | 0.99% | 26 |
|
|
2020
Q3 | $9.52M | Buy |
81,568
+12,364
| +18% | +$1.44M | 1.34% | 21 |
|
|
2020
Q2 | $7.23M | Buy |
69,204
+15,597
| +29% | +$1.63M | 1.1% | 24 |
|
|
2020
Q1 | $4.31M | Buy |
53,607
+34,930
| +187% | +$2.81M | 0.81% | 39 |
|
|
2019
Q4 | $1.71M | Buy |
+18,677
| New | +$1.71M | 0.31% | 76 |
|