Cascadia Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $465K | Buy |
3,112
+15
| +0.5% | +$2.24K | 0.09% | 188 |
|
|
2021
Q2 | $457K | Sell |
3,097
-52
| -2% | -$7.67K | 0.1% | 181 |
|
|
2021
Q1 | $418K | Buy |
+3,149
| New | +$418K | 0.09% | 178 |
|
|
2020
Q3 | $2.48M | Sell |
21,271
-465
| -2% | -$54.3K | 0.7% | 31 |
|
|
2020
Q2 | $2.27M | Buy |
+21,736
| New | +$2.27M | 0.7% | 35 |
|
|
2019
Q4 | $2.51M | Buy |
+27,345
| New | +$2.51M | 0.71% | 24 |
|