Wambolt & Associates’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 | $600K | Sell |
2,389
-37
| -2% | -$9.29K | 0.2% | 102 |
|
|
2025
Q1 | $505K | Sell |
2,426
-2,397
| -50% | -$499K | 0.17% | 115 |
|
|
2024
Q4 | $1.12M | Buy |
4,823
+3,416
| +243% | +$794K | 0.36% | 82 |
|
|
2024
Q3 | $310K | Buy |
+1,407
| New | +$310K | 0.08% | 161 |
|
|
2024
Q2 | – | Sell |
-2,134
| Closed | -$446K | – | 223 |
|
|
2024
Q1 | $446K | Buy |
+2,134
| New | +$446K | 0.13% | 150 |
|