Altium Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $703K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.08M | Buy |
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|
2021
Q3 | $925K | Hold |
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|
2021
Q2 | $915K | Hold |
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|
2021
Q1 | $823K | Buy |
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|
2020
Q4 | $468K | Hold |
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|
2020
Q3 | $420K | Hold |
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|
2020
Q2 | $376K | Sell |
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|
2020
Q1 | $344K | Sell |
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|
2019
Q4 | $1.68M | Sell |
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|
2019
Q3 | $1.48M | Buy |
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|
2019
Q2 | $1.43M | Sell |
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|
2019
Q1 | $2.73M | Sell |
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|
2018
Q4 | $2.39M | Buy |
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|
2018
Q3 | $455K | Buy |
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|
2018
Q2 | $247K | Buy |
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