Carolinas Wealth Consulting’s SPDR S&P Software & Services ETF XSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-780
| Closed | -$125K | – | 991 |
|
|
2025
Q1 | $125K | Hold |
780
| – | – | 0.03% | 218 |
|
|
2024
Q4 | $147K | Buy |
780
+25
| +3% | +$4.72K | 0.03% | 209 |
|
|
2024
Q3 | $121K | Buy |
755
+124
| +20% | +$19.9K | 0.02% | 230 |
|
|
2024
Q2 | $95.4K | Buy |
631
+101
| +19% | +$15.3K | 0.02% | 264 |
|
|
2024
Q1 | $82.7K | Buy |
+530
| New | +$82.7K | 0.02% | 297 |
|