YCG
Yeomans Consulting Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Buy |
2,065
+34
| +2% | +$8.53K | 0.21% | 50 |
|
|
2025
Q1 | $419K | Hold |
2,031
| – | – | 0.16% | 41 |
|
|
2024
Q4 | $472K | Hold |
2,031
| – | – | 0.18% | 53 |
|
|
2024
Q3 | $459K | Sell |
2,031
-65
| -3% | -$14.7K | 0.17% | 58 |
|
|
2024
Q2 | $474K | Sell |
2,096
-30
| -1% | -$6.79K | 0.18% | 47 |
|
|
2024
Q1 | $443K | Sell |
2,126
-49
| -2% | -$10.2K | 0.19% | 50 |
|
|
2023
Q4 | $419K | Buy |
+2,175
| New | +$419K | 0.21% | 43 |
|