Altavista Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $496K | Hold |
2,850
| – | – | 0.1% | 123 |
|
|
2021
Q3 | $426K | Buy |
2,850
+4
| +0.1% | +$598 | 0.09% | 126 |
|
|
2021
Q2 | $420K | Buy |
2,846
+146
| +5% | +$21.5K | 0.09% | 131 |
|
|
2021
Q1 | $359K | Hold |
2,700
| – | – | 0.09% | 131 |
|
|
2020
Q4 | $351K | Hold |
2,700
| – | – | 0.09% | 133 |
|
|
2020
Q3 | $315K | Hold |
2,700
| – | – | 0.09% | 134 |
|
|
2020
Q2 | $282K | Hold |
2,700
| – | – | 0.08% | 137 |
|
|
2020
Q1 | $217K | Buy |
2,700
+500
| +23% | +$40.2K | 0.07% | 147 |
|
|
2019
Q4 | $202K | Buy |
+2,200
| New | +$202K | 0.06% | 169 |
|