Widmann Financial Services’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 | $329K | Hold |
1,300
| – | – | 0.23% | 82 |
|
|
2025
Q1 | $268K | Hold |
1,300
| – | – | 0.21% | 84 |
|
|
2024
Q4 | $302K | Hold |
1,300
| – | – | 0.23% | 78 |
|
|
2024
Q3 | $293K | Sell |
1,300
-58
| -4% | -$13.1K | 0.22% | 79 |
|
|
2024
Q2 | $307K | Hold |
1,358
| – | – | 0.25% | 74 |
|
|
2024
Q1 | $283K | Buy |
1,358
+58
| +4% | +$12.1K | 0.24% | 76 |
|
|
2023
Q4 | $250K | Hold |
1,300
| – | – | 0.23% | 77 |
|
|
2023
Q3 | $213K | Hold |
1,300
| – | – | 0.21% | 78 |
|
|
2023
Q2 | $226K | Buy |
+1,300
| New | +$226K | 0.22% | 73 |
|
|
2022
Q2 | – | Sell |
-1,300
| Closed | -$206K | – | 91 |
|
|
2022
Q1 | $206K | Hold |
1,300
| – | – | 0.18% | 82 |
|
|
2021
Q4 | $226K | Buy |
+1,300
| New | +$226K | 0.19% | 81 |
|