Atwood & Palmer’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 |
-402
| Closed | -$50K | – | 396 |
|
|
2022
Q4 | $50K | Buy |
+402
| New | +$50K | ﹤0.01% | 212 |
|
|
2018
Q3 | – | Sell |
-118
| Closed | -$8K | – | 338 |
|
|
2018
Q2 | $8K | Buy |
+118
| New | +$8K | ﹤0.01% | 268 |
|
|
2015
Q1 | – | Sell |
-8,000
| Closed | -$331K | – | 351 |
|
|
2014
Q4 | $331K | Hold |
8,000
| – | – | 0.06% | 102 |
|
|
2014
Q3 | $319K | Buy |
+8,000
| New | +$319K | 0.06% | 101 |
|
|
2014
Q2 | – | Sell |
-9,361
| Closed | -$340K | – | 333 |
|
|
2014
Q1 | $340K | Sell |
9,361
-463
| -5% | -$16.8K | 0.08% | 93 |
|
|
2013
Q4 | $351K | Hold |
9,824
| – | – | 0.09% | 88 |
|
|
2013
Q3 | $315K | Hold |
9,824
| – | – | 0.09% | 89 |
|
|
2013
Q2 | $300K | Buy |
+9,824
| New | +$300K | 0.08% | 86 |
|