Artemis Wealth Advisors’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
Q2 | – | Sell |
-15
| Closed | -$2.05K | – | 88 |
|
|
2021
Q1 | $2.05K | Sell |
15
-6,907
| -100% | -$946K | ﹤0.01% | 74 |
|
|
2020
Q4 | $900K | Buy |
6,922
+16
| +0.2% | +$2.08K | 0.14% | 20 |
|
|
2020
Q3 | $806K | Buy |
6,906
+15
| +0.2% | +$1.75K | 0.2% | 18 |
|
|
2020
Q2 | $720K | Hold |
6,891
| – | – | 0.25% | 9 |
|
|
2020
Q1 | $554K | Buy |
+6,891
| New | +$554K | 0.24% | 9 |
|