Zhang Financial’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.82M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.4M | Hold |
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|
2024
Q2 | $1.41M | Hold |
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|
2024
Q1 | $1.29M | Hold |
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|
2023
Q4 | $1.2M | Buy |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $978K | Buy |
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|
2022
Q4 | $726K | Hold |
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|
2022
Q3 | $693K | Sell |
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|
2022
Q2 | $767K | Buy |
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|
2022
Q1 | $958K | Buy |
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|
2021
Q4 | $899K | Hold |
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|
2021
Q3 | $771K | Buy |
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|
2021
Q2 | $310K | Buy |
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