AssetMark Inc’s SPDR S&P Software & Services ETF XSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.16K | Hold |
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|
2025
Q1 | $6.87K | Sell |
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|
2024
Q4 | $35.1K | Buy |
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|
2024
Q3 | $23K | Hold |
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|
2024
Q2 | $21.6K | Hold |
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|
2024
Q1 | $22.3K | Hold |
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|
2023
Q4 | $21.5K | Sell |
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|
2023
Q3 | $27.2K | Hold |
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|
2023
Q2 | $28.5K | Hold |
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|
2023
Q1 | $26.3K | Sell |
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|
2022
Q4 | $26.6K | Sell |
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|
2022
Q3 | $34K | Hold |
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|
2022
Q2 | $36K | Sell |
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|
2022
Q1 | $87K | Sell |
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|
2021
Q4 | $118K | Sell |
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|
2021
Q3 | $85.4M | Sell |
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|
2021
Q2 | $86.8M | Sell |
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|
2021
Q1 | $80.2M | Buy |
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