Allen Mooney & Barnes Investment Advisors’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
2023
Q1
Sell
-3,287
Closed -$409K 135
2022
Q4
$409K Buy
3,287
+6
+0.2% +$747 0.1% 93
2022
Q3
$390K Buy
3,281
+5
+0.2% +$594 0.1% 92
2022
Q2
$416K Sell
3,276
-304
-8% -$38.6K 0.11% 92
2022
Q1
$569K Buy
+3,580
New +$569K 0.13% 90