Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.21M | Buy |
14,185
+448
| +3% | +$101K | 0.03% | 183 |
|
|
2024
Q1 | $2.86M | Sell |
13,737
-494
| -3% | -$103K | 0.03% | 199 |
|
|
2023
Q4 | $2.74M | Buy |
14,231
+64
| +0.5% | +$12.3K | 0.03% | 196 |
|
|
2023
Q3 | $2.32M | Buy |
14,167
+1,159
| +9% | +$190K | 0.03% | 201 |
|
|
2023
Q2 | $2.26M | Buy |
13,008
+1,600
| +14% | +$278K | 0.03% | 208 |
|
|
2023
Q1 | $1.42M | Hold |
11,408
| – | – | 0.03% | 223 |
|
|
2022
Q4 | $1.42M | Buy |
11,408
+923
| +9% | +$115K | 0.03% | 224 |
|
|
2022
Q3 | $1.25M | Sell |
10,485
-756
| -7% | -$89.8K | 0.03% | 230 |
|
|
2022
Q2 | $1.43M | Buy |
11,241
+3,350
| +42% | +$426K | 0.03% | 218 |
|
|
2022
Q1 | $1.25M | Sell |
7,891
-195
| -2% | -$31K | 0.02% | 240 |
|
|
2021
Q4 | $1.41M | Buy |
8,086
+27
| +0.3% | +$4.7K | 0.03% | 229 |
|
|
2021
Q3 | $1.2M | Buy |
8,059
+1,932
| +32% | +$288K | 0.02% | 234 |
|
|
2021
Q2 | $905K | Sell |
6,127
-978
| -14% | -$144K | 0.02% | 260 |
|
|
2021
Q1 | $944K | Sell |
7,105
-463
| -6% | -$61.5K | 0.05% | 241 |
|
|
2020
Q4 | $984K | Sell |
7,568
-1,015
| -12% | -$132K | 0.05% | 221 |
|
|
2020
Q3 | $1M | Sell |
8,583
-275
| -3% | -$32.1K | 0.08% | 180 |
|
|
2020
Q2 | $926K | Buy |
8,858
+330
| +4% | +$34.5K | 0.09% | 157 |
|
|
2020
Q1 | $685K | Buy |
8,528
+1,658
| +24% | +$133K | 0.07% | 215 |
|
|
2019
Q4 | $630K | Sell |
6,870
-111
| -2% | -$10.2K | 0.06% | 210 |
|
|
2019
Q3 | $562K | Buy |
6,981
+171
| +3% | +$13.8K | 0.06% | 213 |
|
|
2019
Q2 | $531K | Sell |
6,810
-188
| -3% | -$14.7K | 0.06% | 238 |
|
|
2019
Q1 | $518K | Sell |
6,998
-671
| -9% | -$49.7K | 0.07% | 217 |
|
|
2018
Q4 | $475K | Buy |
7,669
+290
| +4% | +$18K | 0.07% | 190 |
|
|
2018
Q3 | $556K | Buy |
7,379
+507
| +7% | +$38.2K | 0.09% | 177 |
|
|
2018
Q2 | $477K | Sell |
6,872
-3,228
| -32% | -$224K | 0.08% | 183 |
|
|
2018
Q1 | $661K | Buy |
10,100
+38
| +0.4% | +$2.49K | 0.13% | 139 |
|
|
2017
Q4 | $643K | Sell |
10,062
-1,072
| -10% | -$68.5K | 0.13% | 142 |
|
|
2017
Q3 | $658K | Sell |
11,134
-404
| -4% | -$23.9K | 0.16% | 128 |
|
|
2017
Q2 | $631K | Buy |
+11,538
| New | +$631K | 0.15% | 128 |
|