World Equity Group’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 | $1.88M | Buy |
7,436
+543
| +8% | +$137K | 0.51% | 37 |
|
2025
Q1 | $1.42M | Sell |
6,893
-7,475
| -52% | -$1.54M | 0.41% | 56 |
|
2024
Q4 | $3.34M | Buy |
14,368
+6,108
| +74% | +$1.42M | 0.72% | 35 |
|
2024
Q3 | $1.86M | Buy |
8,260
+1,039
| +14% | +$235K | 0.67% | 36 |
|
2024
Q2 | $1.63M | Sell |
7,221
-806
| -10% | -$182K | 0.49% | 53 |
|
2024
Q1 | $1.67M | Buy |
8,027
+307
| +4% | +$63.9K | 0.34% | 71 |
|
2023
Q4 | $1.49M | Sell |
7,720
-5,760
| -43% | -$1.11M | 0.3% | 82 |
|
2023
Q3 | $2.21M | Sell |
13,480
-379
| -3% | -$62.1K | 0.46% | 51 |
|
2023
Q2 | $2.41M | Sell |
13,859
-3,126
| -18% | -$544K | 0.71% | 27 |
|
2023
Q1 | $517K | Buy |
16,985
+6,295
| +59% | +$192K | 0.08% | 274 |
|
2022
Q4 | $1.33M | Sell |
10,690
-220
| -2% | -$27.4K | 0.32% | 85 |
|
2022
Q3 | $1.3M | Sell |
10,910
-2,424
| -18% | -$288K | 0.33% | 80 |
|
2022
Q2 | $1.69M | Sell |
13,334
-6,194
| -32% | -$787K | 0.43% | 63 |
|
2022
Q1 | $3.1M | Buy |
+19,528
| New | +$3.1M | 0.67% | 29 |
|