AWA
Aaron Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-177,206
| Closed | -$1.12M | – | 860 |
|
|
2022
Q1 | $1.12M | Buy |
177,206
+170,691
| +2,620% | +$1.07M | 0.02% | 339 |
|
|
2021
Q4 | $1.13M | Buy |
6,515
+370
| +6% | +$64.3K | 0.32% | 49 |
|
|
2021
Q3 | $917K | Buy |
6,145
+100
| +2% | +$14.9K | 0.26% | 54 |
|
|
2021
Q2 | $892K | Hold |
6,045
| – | – | 0.29% | 58 |
|
|
2021
Q1 | $802K | Hold |
6,045
| – | – | 0.29% | 55 |
|
|
2020
Q4 | $785K | Buy |
+6,045
| New | +$785K | 0.29% | 50 |
|