AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $2.31M | Sell |
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|
2023
Q1 | $2.16M | Sell |
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|
2022
Q4 | $2.57M | Buy |
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|
2022
Q3 | $1.68M | Hold |
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|
2022
Q2 | $1.8M | Sell |
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|
2022
Q1 | $2.93M | Buy |
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|
2021
Q4 | $3.09M | Hold |
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|
2021
Q3 | $2.65M | Buy |
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|
2021
Q2 | $1.91M | Hold |
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|
2021
Q1 | $1.72M | Buy |
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|
2020
Q4 | $1.08M | Buy |
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|
2020
Q3 | $342K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $964K | Hold |
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|
2019
Q3 | $847K | Buy |
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|
2019
Q2 | $622K | Buy |
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|
2019
Q1 | $518K | Buy |
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|
2018
Q4 | $212K | Buy |
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