BDO 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $693K | Hold |
3,985
| – | – | 0.08% | 156 |
|
|
2023
Q1 | $602K | Hold |
3,985
| – | – | 0.07% | 157 |
|
|
2022
Q4 | $496K | Hold |
3,985
| – | – | 0.06% | 176 |
|
|
2022
Q3 | $473K | Hold |
3,985
| – | – | 0.06% | 171 |
|
|
2022
Q2 | $507K | Buy |
3,985
+500
| +14% | +$63.6K | 0.06% | 170 |
|
|
2022
Q1 | $554K | Hold |
3,485
| – | – | 0.06% | 173 |
|
|
2021
Q4 | $606K | Sell |
3,485
-128
| -4% | -$22.3K | 0.06% | 169 |
|
|
2021
Q3 | $539K | Buy |
3,613
+39
| +1% | +$5.82K | 0.06% | 173 |
|
|
2021
Q2 | $528K | Sell |
3,574
-150
| -4% | -$22.2K | 0.06% | 180 |
|
|
2021
Q1 | $495K | Sell |
3,724
-779
| -17% | -$104K | 0.06% | 179 |
|
|
2020
Q4 | $585K | Sell |
4,503
-576
| -11% | -$74.8K | 0.08% | 135 |
|
|
2020
Q3 | $593K | Buy |
5,079
+611
| +14% | +$71.3K | 0.1% | 124 |
|
|
2020
Q2 | $467K | Sell |
4,468
-107
| -2% | -$11.2K | 0.08% | 131 |
|
|
2020
Q1 | $368K | Sell |
4,575
-456
| -9% | -$36.7K | 0.07% | 141 |
|
|
2019
Q4 | $461K | Sell |
5,031
-210
| -4% | -$19.2K | 0.12% | 115 |
|
|
2019
Q3 | $422K | Hold |
5,241
| – | – | 0.11% | 128 |
|
|
2019
Q2 | $409K | Buy |
5,241
+611
| +13% | +$47.7K | 0.11% | 122 |
|
|
2019
Q1 | $343K | Sell |
4,630
-660
| -12% | -$48.9K | 0.1% | 127 |
|
|
2018
Q4 | $328K | Sell |
5,290
-635
| -11% | -$39.4K | 0.11% | 117 |
|
|
2018
Q3 | $446K | Sell |
5,925
-350
| -6% | -$26.3K | 0.14% | 102 |
|
|
2018
Q2 | $436K | Buy |
6,275
+225
| +4% | +$15.6K | 0.15% | 100 |
|
|
2018
Q1 | $396K | Sell |
6,050
-150
| -2% | -$9.82K | 0.15% | 97 |
|
|
2017
Q4 | $396K | Buy |
6,200
+1,225
| +25% | +$78.2K | 0.18% | 89 |
|
|
2017
Q3 | $294K | Buy |
4,975
+325
| +7% | +$19.2K | 0.15% | 89 |
|
|
2017
Q2 | $254K | Buy |
+4,650
| New | +$254K | 0.11% | 116 |
|