Campbell Wealth Management’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
Q4 | $496K | Buy |
2,134
+31
| +1% | +$7.21K | 0.04% | 46 |
|
|
2024
Q3 | $475K | Buy |
2,103
+4
| +0.2% | +$903 | 0.04% | 35 |
|
|
2024
Q2 | $475K | Buy |
2,099
+55
| +3% | +$12.4K | 0.15% | 21 |
|
|
2024
Q1 | $426K | Buy |
2,044
+101
| +5% | +$21.1K | 0.04% | 48 |
|
|
2023
Q4 | $374K | Buy |
1,943
+76
| +4% | +$14.6K | 0.04% | 40 |
|
|
2023
Q3 | $306K | Sell |
1,867
-21
| -1% | -$3.44K | 0.04% | 51 |
|
|
2023
Q2 | $328K | Sell |
1,888
-190
| -9% | -$33K | 0.04% | 48 |
|
|
2023
Q1 | $314K | Sell |
2,078
-485
| -19% | -$73.3K | 0.04% | 47 |
|
|
2022
Q4 | $319K | Sell |
2,563
-28
| -1% | -$3.49K | 0.04% | 49 |
|
|
2022
Q3 | $308K | Hold |
2,591
| – | – | 0.04% | 47 |
|
|
2022
Q2 | $329K | Buy |
2,591
+38
| +1% | +$4.83K | 0.05% | 34 |
|
|
2022
Q1 | $406K | Sell |
2,553
-489
| -16% | -$77.8K | 0.05% | 37 |
|
|
2021
Q4 | $529K | Buy |
3,042
+523
| +21% | +$90.9K | 0.06% | 30 |
|
|
2021
Q3 | $376K | Hold |
2,519
| – | – | 0.05% | 36 |
|
|
2021
Q2 | $372K | Buy |
2,519
+103
| +4% | +$15.2K | 0.05% | 35 |
|
|
2021
Q1 | $321K | Buy |
2,416
+387
| +19% | +$51.4K | 0.04% | 39 |
|
|
2020
Q4 | $264K | Buy |
2,029
+159
| +9% | +$20.7K | 0.04% | 48 |
|
|
2020
Q3 | $218K | Hold |
1,870
| – | – | 0.04% | 53 |
|
|
2020
Q2 | $195K | Buy |
+1,870
| New | +$195K | 0.03% | 55 |
|