Wealthquest’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 | $526K | Hold |
2,077
| – | – | 0.04% | 73 |
|
|
2025
Q1 | $429K | Hold |
2,077
| – | – | 0.04% | 80 |
|
|
2024
Q4 | $483K | Hold |
2,077
| – | – | 0.04% | 76 |
|
|
2024
Q3 | $457K | Buy |
+2,077
| New | +$457K | 0.04% | 77 |
|
|
2024
Q2 | – | Sell |
-2,077
| Closed | -$433K | – | 133 |
|
|
2024
Q1 | $433K | Buy |
+2,077
| New | +$433K | 0.05% | 79 |
|