Cardinal Strategic Wealth Guidance’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
Q1 | – | Sell |
-1,004
| Closed | -$193K | – | 76 |
|
|
2023
Q4 | $193K | Buy |
1,004
+5
| +0.5% | +$962 | 0.08% | 62 |
|
|
2023
Q3 | $164K | Hold |
999
| – | – | 0.08% | 63 |
|
|
2023
Q2 | $174K | Buy |
999
+799
| +400% | +$139K | 0.08% | 61 |
|
|
2023
Q1 | $30.2K | Sell |
200
-49
| -20% | -$7.4K | 0.01% | 73 |
|
|
2022
Q4 | $31K | Hold |
249
| – | – | 0.01% | 78 |
|
|
2022
Q3 | $30K | Hold |
249
| – | – | 0.02% | 69 |
|
|
2022
Q2 | $32K | Hold |
249
| – | – | 0.02% | 73 |
|
|
2022
Q1 | $40K | Buy |
+249
| New | +$40K | 0.02% | 80 |
|