VisionPoint Advisory 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 | $833K | Buy |
3,290
+2,321
| +240% | +$588K | 0.18% | 128 |
|
|
2025
Q1 | $200K | Buy |
+969
| New | +$200K | 0.07% | 198 |
|
|
2024
Q3 | – | Sell |
-172
| Closed | -$38.9K | – | 802 |
|
|
2024
Q2 | $38.9K | Sell |
172
-1
| -0.6% | -$226 | 0.01% | 310 |
|
|
2024
Q1 | $36K | Buy |
173
+83
| +92% | +$17.3K | 0.01% | 312 |
|
|
2023
Q4 | $17.3K | Sell |
90
-8,590
| -99% | -$1.65M | 0.01% | 368 |
|
|
2023
Q3 | $1.42M | Buy |
8,680
+8,590
| +9,544% | +$1.41M | 0.61% | 50 |
|
|
2023
Q2 | $15.6K | Buy |
+90
| New | +$15.6K | 0.01% | 329 |
|
|
2021
Q1 | – | Sell |
-6,228
| Closed | -$810K | – | 147 |
|
|
2020
Q4 | $810K | Buy |
+6,228
| New | +$810K | 0.41% | 56 |
|