AMJ Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,809
| Closed | -$230K | – | 62 |
|
|
2022
Q2 | $230K | Sell |
1,809
-4,757
| -72% | -$605K | 0.19% | 47 |
|
|
2022
Q1 | $1.04M | Sell |
6,566
-53
| -0.8% | -$8.43K | 0.42% | 43 |
|
|
2021
Q4 | $1.15M | Buy |
6,619
+52
| +0.8% | +$9.04K | 0.42% | 43 |
|
|
2021
Q3 | $981K | Sell |
6,567
-38
| -0.6% | -$5.68K | 0.4% | 47 |
|
|
2021
Q2 | $975K | Sell |
6,605
-1,211
| -15% | -$179K | 0.42% | 47 |
|
|
2021
Q1 | $1.04M | Sell |
7,816
-1,805
| -19% | -$240K | 0.5% | 44 |
|
|
2020
Q4 | $1.25M | Sell |
9,621
-61
| -0.6% | -$7.93K | 0.64% | 40 |
|
|
2020
Q3 | $1.13M | Sell |
9,682
-9,485
| -49% | -$1.11M | 0.67% | 38 |
|
|
2020
Q2 | $2M | Buy |
19,167
+14,825
| +341% | +$1.55M | 1.36% | 33 |
|
|
2020
Q1 | $349K | Sell |
4,342
-12,926
| -75% | -$1.04M | 0.61% | 23 |
|
|
2019
Q4 | $1.58M | Buy |
+17,268
| New | +$1.58M | 1.11% | 33 |
|