Annapolis Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $285K | Buy |
1,261
+11
| +0.9% | +$2.48K | 0.08% | 84 |
|
|
2024
Q2 | $283K | Hold |
1,250
| – | – | 0.09% | 83 |
|
|
2024
Q1 | $260K | Hold |
1,250
| – | – | 0.09% | 84 |
|
|
2023
Q4 | $241K | Hold |
1,250
| – | – | 0.06% | 111 |
|
|
2023
Q3 | $205K | Buy |
1,250
+1,200
| +2,400% | +$197K | 0.06% | 109 |
|
|
2023
Q2 | $8.69K | Buy |
+50
| New | +$8.69K | ﹤0.01% | 356 |
|
|
2021
Q2 | – | Sell |
-2
| Closed | – | – | 470 |
|
|
2021
Q1 | $0 | Buy |
+2
| New | – | ﹤0.01% | 457 |
|