Andesa Financial 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
2023
Q1
Sell
-2,110
Closed -$263K 157
2022
Q4
$263K Sell
2,110
-586
-22% -$72.9K 0.14% 126
2022
Q3
$320K Buy
+2,696
New +$320K 0.11% 121
2021
Q3
Sell
-1,350
Closed -$200K 156
2021
Q2
$200K Buy
+1,350
New +$200K 0.06% 150