VIM
Vista Investment Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Sell |
6,614
-4
| -0.1% | -$1.01K | 0.62% | 51 |
|
|
2025
Q1 | $1.37M | Sell |
6,618
-53
| -0.8% | -$10.9K | 0.53% | 60 |
|
|
2024
Q4 | $1.55M | Sell |
6,671
-122
| -2% | -$28.4K | 0.59% | 55 |
|
|
2024
Q3 | $1.53M | Sell |
6,793
-3
| -0% | -$677 | 0.58% | 58 |
|
|
2024
Q2 | $1.54M | Sell |
6,796
-29
| -0.4% | -$6.56K | 0.62% | 51 |
|
|
2024
Q1 | $1.42M | Sell |
6,825
-24
| -0.4% | -$5K | 0.58% | 54 |
|
|
2023
Q4 | $1.32M | Sell |
6,849
-31
| -0.5% | -$5.97K | 0.61% | 51 |
|
|
2023
Q3 | $1.13M | Sell |
6,880
-67
| -1% | -$11K | 0.59% | 58 |
|
|
2023
Q2 | $1.21M | Sell |
6,947
-134
| -2% | -$23.3K | 0.61% | 55 |
|
|
2023
Q1 | $1.07M | Sell |
7,081
-112
| -2% | -$16.9K | 0.57% | 60 |
|
|
2022
Q4 | $895K | Sell |
7,193
-114
| -2% | -$14.2K | 0.51% | 68 |
|
|
2022
Q3 | $868K | Sell |
7,307
-38
| -0.5% | -$4.51K | 0.53% | 62 |
|
|
2022
Q2 | $934K | Sell |
7,345
-1,376
| -16% | -$175K | 0.56% | 59 |
|
|
2022
Q1 | $1.39M | Sell |
8,721
-37
| -0.4% | -$5.88K | 0.76% | 41 |
|
|
2021
Q4 | $1.52M | Sell |
8,758
-332
| -4% | -$57.7K | 0.83% | 38 |
|
|
2021
Q3 | $1.36M | Hold |
9,090
| – | – | 0.8% | 41 |
|
|
2021
Q2 | $1.34M | Sell |
9,090
-64
| -0.7% | -$9.45K | 0.79% | 42 |
|
|
2021
Q1 | $1.22M | Sell |
9,154
-285
| -3% | -$37.9K | 0.76% | 44 |
|
|
2020
Q4 | $1.23M | Sell |
9,439
-44
| -0.5% | -$5.72K | 0.82% | 42 |
|
|
2020
Q3 | $1.11M | Sell |
9,483
-27
| -0.3% | -$3.15K | 0.84% | 39 |
|
|
2020
Q2 | $994K | Buy |
9,510
+642
| +7% | +$67.1K | 0.85% | 42 |
|
|
2020
Q1 | $713K | Hold |
8,868
| – | – | 0.73% | 45 |
|
|
2019
Q4 | $813K | Hold |
8,868
| – | – | 0.61% | 57 |
|
|
2019
Q3 | $714K | Buy |
8,868
+23
| +0.3% | +$1.85K | 0.59% | 61 |
|
|
2019
Q2 | $690K | Sell |
8,845
-87
| -1% | -$6.79K | 0.58% | 63 |
|
|
2019
Q1 | $661K | Hold |
8,932
| – | – | 0.58% | 59 |
|
|
2018
Q4 | $554K | Sell |
8,932
-100
| -1% | -$6.2K | 0.57% | 62 |
|
|
2018
Q3 | $680K | Sell |
9,032
-325
| -3% | -$24.5K | 0.6% | 64 |
|
|
2018
Q2 | $650K | Buy |
9,357
+30
| +0.3% | +$2.08K | 0.64% | 60 |
|
|
2018
Q1 | $610K | Sell |
9,327
-300
| -3% | -$19.6K | 0.64% | 62 |
|
|
2017
Q4 | $616K | Buy |
+9,627
| New | +$616K | 0.64% | 60 |
|