WoodTrust Financial’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 | – | Sell |
-1,078
| Closed | -$223K | – | 172 |
|
|
2025
Q1 | $223K | Sell |
1,078
-257
| -19% | -$53.2K | 0.03% | 156 |
|
|
2024
Q4 | $310K | Hold |
1,335
| – | – | 0.04% | 144 |
|
|
2024
Q3 | $301K | Hold |
1,335
| – | – | 0.04% | 147 |
|
|
2024
Q2 | $302K | Buy |
+1,335
| New | +$302K | 0.05% | 142 |
|
|
2024
Q1 | – | Sell |
-1,924
| Closed | -$370K | – | 197 |
|
|
2023
Q4 | $370K | Buy |
+1,924
| New | +$370K | 0.06% | 120 |
|