Whalen Wealth 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
Q1 | – | Sell |
-3,914
| Closed | -$910K | – | 181 |
|
|
2024
Q4 | $910K | Buy |
3,914
+20
| +0.5% | +$4.65K | 0.63% | 32 |
|
|
2024
Q3 | $879K | Buy |
3,894
+1,054
| +37% | +$238K | 0.62% | 34 |
|
|
2024
Q2 | $642K | Buy |
2,840
+1,129
| +66% | +$255K | 0.51% | 43 |
|
|
2024
Q1 | $356K | Buy |
1,711
+94
| +6% | +$19.6K | 0.26% | 66 |
|
|
2023
Q4 | $311K | Buy |
+1,617
| New | +$311K | 0.28% | 86 |
|