WealthBridge Capital 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 | $594K | Sell |
2,347
-4
| -0.2% | -$1.01K | 0.15% | 102 |
|
|
2025
Q1 | $485K | Hold |
2,351
| – | – | 0.14% | 109 |
|
|
2024
Q4 | $547K | Hold |
2,351
| – | – | 0.15% | 103 |
|
|
2024
Q3 | $531K | Hold |
2,351
| – | – | 0.15% | 104 |
|
|
2024
Q2 | $532K | Sell |
2,351
-1,000
| -30% | -$226K | 0.18% | 94 |
|
|
2024
Q1 | $698K | Sell |
3,351
-100
| -3% | -$20.8K | 0.24% | 77 |
|
|
2023
Q4 | $664K | Hold |
3,451
| – | – | 0.25% | 75 |
|
|
2023
Q3 | $566K | Hold |
3,451
| – | – | 0.23% | 81 |
|
|
2023
Q2 | $600K | Sell |
3,451
-203
| -6% | -$35.3K | 0.24% | 79 |
|
|
2023
Q1 | $552K | Sell |
3,654
-228
| -6% | -$34.4K | 0.22% | 88 |
|
|
2022
Q4 | $483K | Sell |
3,882
-98
| -2% | -$12.2K | 0.2% | 102 |
|
|
2022
Q3 | $506K | Hold |
3,980
| – | – | 0.22% | 95 |
|
|
2022
Q2 | $506K | Buy |
3,980
+1
| +0% | +$127 | 0.22% | 95 |
|
|
2022
Q1 | $632K | Sell |
3,979
-349
| -8% | -$55.4K | 0.24% | 90 |
|
|
2021
Q4 | $753K | Sell |
4,328
-916
| -17% | -$159K | 0.28% | 79 |
|
|
2021
Q3 | $783K | Sell |
5,244
-385
| -7% | -$57.5K | 0.29% | 70 |
|
|
2021
Q2 | $831K | Sell |
5,629
-77
| -1% | -$11.4K | 0.3% | 72 |
|
|
2021
Q1 | $758K | Sell |
5,706
-616
| -10% | -$81.8K | 0.31% | 74 |
|
|
2020
Q4 | $822K | Buy |
6,322
+4
| +0.1% | +$520 | 0.36% | 59 |
|
|
2020
Q3 | $737K | Sell |
6,318
-96
| -1% | -$11.2K | 0.38% | 57 |
|
|
2020
Q2 | $670K | Buy |
6,414
+57
| +0.9% | +$5.95K | 0.38% | 56 |
|
|
2020
Q1 | $511K | Buy |
6,357
+265
| +4% | +$21.3K | 0.35% | 62 |
|
|
2019
Q4 | $558K | Buy |
6,092
+300
| +5% | +$27.5K | 0.36% | 61 |
|
|
2019
Q3 | $466K | Sell |
5,792
-23
| -0.4% | -$1.85K | 0.34% | 70 |
|
|
2019
Q2 | $360K | Sell |
5,815
-100
| -2% | -$6.19K | 0.33% | 68 |
|
|
2019
Q1 | $449K | Buy |
5,915
+100
| +2% | +$7.59K | 0.29% | 66 |
|
|
2018
Q4 | $360K | Buy |
+5,815
| New | +$360K | 0.27% | 68 |
|