Vivid Wealth Management’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 | $4.49M | Sell |
17,742
-698
| -4% | -$177K | 1.97% | 8 |
|
|
2025
Q1 | $3.81M | Sell |
18,440
-307
| -2% | -$63.4K | 1.91% | 9 |
|
|
2024
Q4 | $4.36M | Buy |
18,747
+52
| +0.3% | +$12.1K | 2.21% | 9 |
|
|
2024
Q3 | $4.22M | Sell |
18,695
-368
| -2% | -$83.1K | 2.2% | 9 |
|
|
2024
Q2 | $4.31M | Sell |
19,063
-6,862
| -26% | -$1.55M | 2.41% | 7 |
|
|
2024
Q1 | $5.4M | Sell |
25,925
-228
| -0.9% | -$47.5K | 3.38% | 5 |
|
|
2023
Q4 | $5.03M | Buy |
+26,153
| New | +$5.03M | 3.42% | 5 |
|