Beacon Investment Advisory Services’s SPDR FactSet Innovative Technology ETF XITK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,098
| Closed | -$210K | – | 292 |
|
|
2022
Q4 | $210K | Buy |
+2,098
| New | +$210K | 0.01% | 267 |
|
|
2022
Q3 | – | Sell |
-91,036
| Closed | -$9.79M | – | 293 |
|
|
2022
Q2 | $9.79M | Buy |
+91,036
| New | +$9.79M | 0.51% | 56 |
|
|
2022
Q1 | – | Sell |
-59,708
| Closed | -$11.4M | – | 313 |
|
|
2021
Q4 | $11.4M | Buy |
+59,708
| New | +$11.4M | 0.44% | 66 |
|