Wealth Effects’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
Q1 | – | Sell |
-967
| Closed | -$225K | – | 220 |
|
|
2024
Q4 | $225K | Sell |
967
-179
| -16% | -$41.6K | 0.08% | 189 |
|
|
2024
Q3 | $259K | Sell |
1,146
-154
| -12% | -$34.8K | 0.09% | 171 |
|
|
2024
Q2 | $294K | Sell |
1,300
-311
| -19% | -$70.4K | 0.11% | 149 |
|
|
2024
Q1 | $336K | Sell |
1,611
-804
| -33% | -$167K | 0.12% | 140 |
|
|
2023
Q4 | $465K | Buy |
+2,415
| New | +$465K | 0.17% | 114 |
|