Westmount 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 | $1.14M | Sell |
4,496
-18
| -0.4% | -$4.56K | 0.31% | 66 |
|
|
2025
Q1 | $932K | Hold |
4,514
| – | – | 0.28% | 77 |
|
|
2024
Q4 | $1.05M | Sell |
4,514
-42
| -0.9% | -$9.77K | 0.32% | 64 |
|
|
2024
Q3 | $1.03M | Sell |
4,556
-5
| -0.1% | -$1.13K | 0.31% | 67 |
|
|
2024
Q2 | $1.04M | Buy |
4,561
+2,728
| +149% | +$622K | 0.34% | 60 |
|
|
2024
Q1 | $382K | Buy |
1,833
+316
| +21% | +$65.8K | 0.14% | 140 |
|
|
2023
Q4 | $292K | Buy |
1,517
+53
| +4% | +$10.2K | 0.12% | 150 |
|
|
2023
Q3 | $240K | Sell |
1,464
-109
| -7% | -$17.9K | 0.11% | 166 |
|
|
2023
Q2 | $273K | Sell |
1,573
-162
| -9% | -$28.2K | 0.12% | 149 |
|
|
2023
Q1 | $262K | Buy |
1,735
+110
| +7% | +$16.6K | 0.12% | 148 |
|
|
2022
Q4 | $202K | Buy |
+1,625
| New | +$202K | 0.11% | 164 |
|