ARIS
Advanced Research Investment Solutions’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,008
| Closed | -$120K | – | 160 |
|
|
2022
Q3 | $120K | Hold |
1,008
| – | – | 0.07% | 46 |
|
|
2022
Q2 | $128K | Sell |
1,008
-1,371
| -58% | -$174K | 0.07% | 30 |
|
|
2022
Q1 | $378K | Buy |
+2,379
| New | +$378K | 0.16% | 28 |
|
|
2021
Q4 | – | Sell |
-203
| Closed | -$30.3K | – | 224 |
|
|
2021
Q3 | $30.3K | Buy |
+203
| New | +$30.3K | 0.02% | 88 |
|