Wilson & Boucher Capital 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
Q2 | $1.73M | Buy |
6,814
+567
| +9% | +$144K | 1.2% | 19 |
|
|
2025
Q1 | $1.29M | Buy |
6,247
+212
| +4% | +$43.8K | 0.96% | 29 |
|
|
2024
Q4 | $1.4M | Buy |
6,035
+160
| +3% | +$37.2K | 0.99% | 25 |
|
|
2024
Q3 | $1.33M | Buy |
5,875
+496
| +9% | +$112K | 0.91% | 29 |
|
|
2024
Q2 | $1.22M | Buy |
5,379
+810
| +18% | +$183K | 0.93% | 29 |
|
|
2024
Q1 | $952K | Sell |
4,569
-240
| -5% | -$50K | 0.75% | 38 |
|
|
2023
Q4 | $926K | Buy |
4,809
+275
| +6% | +$52.9K | 0.78% | 39 |
|
|
2023
Q3 | $743K | Buy |
4,534
+515
| +13% | +$84.4K | 0.71% | 45 |
|
|
2023
Q2 | $699K | Buy |
4,019
+124
| +3% | +$21.6K | 0.63% | 47 |
|
|
2023
Q1 | $588K | Buy |
3,895
+100
| +3% | +$15.1K | 0.57% | 53 |
|
|
2022
Q4 | $472K | Buy |
3,795
+170
| +5% | +$21.2K | 0.48% | 60 |
|
|
2022
Q3 | $431K | Buy |
3,625
+155
| +4% | +$18.4K | 0.5% | 58 |
|
|
2022
Q2 | $441K | Buy |
3,470
+50
| +1% | +$6.35K | 0.48% | 62 |
|
|
2022
Q1 | $544K | Buy |
3,420
+635
| +23% | +$101K | 0.49% | 60 |
|
|
2021
Q4 | $484K | Buy |
+2,785
| New | +$484K | 0.44% | 68 |
|