Wealth Quarterback’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 | $326K | Sell |
1,288
-55
| -4% | -$13.9K | 0.15% | 107 |
|
|
2025
Q1 | $277K | Sell |
1,343
-32
| -2% | -$6.61K | 0.16% | 103 |
|
|
2024
Q4 | $320K | Buy |
1,375
+49
| +4% | +$11.4K | 0.15% | 89 |
|
|
2024
Q3 | $299K | Sell |
1,326
-94
| -7% | -$21.2K | 0.16% | 95 |
|
|
2024
Q2 | $321K | Sell |
1,420
-245
| -15% | -$55.4K | 0.18% | 84 |
|
|
2024
Q1 | $347K | Sell |
1,665
-68
| -4% | -$14.2K | 0.19% | 86 |
|
|
2023
Q4 | $334K | Buy |
1,733
+104
| +6% | +$20K | 0.2% | 87 |
|
|
2023
Q3 | $267K | Sell |
1,629
-20
| -1% | -$3.28K | 0.23% | 85 |
|
|
2023
Q2 | $287K | Buy |
+1,649
| New | +$287K | 0.2% | 88 |
|
|
2021
Q3 | $213K | Buy |
3,660
+1,963
| +116% | +$114K | 0.14% | 108 |
|
|
2021
Q2 | $251K | Buy |
+1,697
| New | +$251K | 0.15% | 99 |
|
|
2020
Q4 | $476K | Buy |
3,664
+97
| +3% | +$12.6K | 0.4% | 59 |
|
|
2020
Q3 | $373K | Hold |
3,567
| – | – | 0.34% | 70 |
|
|
2020
Q2 | $373K | Buy |
3,567
+764
| +27% | +$79.9K | 0.34% | 70 |
|
|
2020
Q1 | $267K | Sell |
2,803
-19,454
| -87% | -$1.85M | 0.25% | 83 |
|
|
2019
Q4 | $200K | Buy |
+22,257
| New | +$200K | 0.17% | 108 |
|