Advocacy Wealth Management Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-348
| Closed | -$44K | – | 143 |
|
|
2022
Q3 | $44K | Hold |
348
| – | – | 0.01% | 49 |
|
|
2022
Q2 | $44K | Hold |
348
| – | – | 0.01% | 52 |
|
|
2022
Q1 | $55K | Sell |
348
-4
| -1% | -$632 | 0.01% | 48 |
|
|
2021
Q4 | $61K | Buy |
352
+11
| +3% | +$1.91K | 0.01% | 52 |
|
|
2021
Q3 | $51K | Hold |
341
| – | – | 0.01% | 55 |
|
|
2021
Q2 | $50K | Hold |
341
| – | – | 0.01% | 65 |
|
|
2021
Q1 | $46K | Hold |
341
| – | – | 0.01% | 61 |
|
|
2020
Q4 | $44K | Hold |
341
| – | – | 0.01% | 59 |
|
|
2020
Q3 | $40K | Hold |
341
| – | – | 0.01% | 62 |
|
|
2020
Q2 | $36K | Hold |
341
| – | – | 0.01% | 62 |
|
|
2020
Q1 | $26K | Hold |
341
| – | – | 0.01% | 60 |
|
|
2019
Q4 | $31K | Sell |
341
-17
| -5% | -$1.55K | 0.01% | 71 |
|
|
2019
Q3 | $29K | Hold |
358
| – | – | 0.02% | 73 |
|
|
2019
Q2 | $28K | Hold |
358
| – | – | 0.02% | 76 |
|
|
2019
Q1 | $27K | Hold |
358
| – | – | 0.03% | 65 |
|
|
2018
Q4 | $22K | Buy |
+358
| New | +$22K | 0.02% | 81 |
|
|
2017
Q1 | – | Sell |
-20
| Closed | -$1K | – | 354 |
|
|
2016
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 303 |
|
|
2013
Q3 | – | Sell |
-22
| Closed | -$1K | – | 314 |
|
|
2013
Q2 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 247 |
|