Welch Capital Partners’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 | $605K | Hold |
2,390
| – | – | 0.13% | 16 |
|
|
2025
Q1 | $493K | Hold |
2,390
| – | – | 0.12% | 18 |
|
|
2024
Q4 | $556K | Hold |
2,390
| – | – | 0.12% | 17 |
|
|
2024
Q3 | $540K | Hold |
2,390
| – | – | 0.12% | 17 |
|
|
2024
Q2 | $541K | Hold |
2,390
| – | – | 0.13% | 17 |
|
|
2024
Q1 | $498K | Hold |
2,390
| – | – | 0.12% | 16 |
|
|
2023
Q4 | $460K | Hold |
2,390
| – | – | 0.12% | 16 |
|
|
2023
Q3 | $392K | Hold |
2,390
| – | – | 0.11% | 17 |
|
|
2023
Q2 | $416K | Hold |
2,390
| – | – | 0.12% | 16 |
|
|
2023
Q1 | $361K | Hold |
2,390
| – | – | 0.11% | 16 |
|
|
2022
Q4 | $297K | Hold |
2,390
| – | – | 0.09% | 23 |
|
|
2022
Q3 | $284K | Hold |
2,390
| – | – | 0.09% | 24 |
|
|
2022
Q2 | $304K | Hold |
2,390
| – | – | 0.09% | 24 |
|
|
2022
Q1 | $380K | Hold |
2,390
| – | – | 0.09% | 22 |
|
|
2021
Q4 | $416K | Hold |
2,390
| – | – | 0.09% | 23 |
|
|
2021
Q3 | $357K | Hold |
2,390
| – | – | 0.09% | 19 |
|
|
2021
Q2 | $353K | Hold |
2,390
| – | – | 0.08% | 20 |
|
|
2021
Q1 | $317K | Hold |
2,390
| – | – | 0.08% | 22 |
|
|
2020
Q4 | $311K | Hold |
2,390
| – | – | 0.09% | 23 |
|
|
2020
Q3 | $279K | Hold |
2,390
| – | – | 0.09% | 22 |
|
|
2020
Q2 | $250K | Buy |
+2,390
| New | +$250K | 0.08% | 23 |
|
|
2020
Q1 | – | Sell |
-2,390
| Closed | -$219K | – | 29 |
|
|
2019
Q4 | $219K | Buy |
+2,390
| New | +$219K | 0.06% | 25 |
|
|
2018
Q4 | – | Sell |
-82,900
| Closed | -$6.25M | – | 39 |
|
|
2018
Q3 | $6.25M | Buy |
82,900
+39,500
| +91% | +$2.98M | 2.05% | 16 |
|
|
2018
Q2 | $3.02M | Hold |
43,400
| – | – | 1.04% | 25 |
|
|
2018
Q1 | $2.84M | Buy |
+43,400
| New | +$2.84M | 0.98% | 26 |
|