Castle Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-432
Closed -$26K 653
2022
Q3
$26K Hold
432
0.02% 297
2022
Q2
$27K Buy
+432
New +$30.1K 0.02% 291

Other funds holding XLK

Castle Wealth Management's XLK Position: Q4 2022 in Review

Castle Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2022, closing a stake of 432 shares — an estimated $26K sold.

Castle Wealth Management first reported a position in XLK in Q2 2022 and held it in 2 quarters. The position peaked at $27K in Q2 2022. 1,521 funds tracked by Wall St. Rank hold XLK as of Q4 2022.

  • Castle Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 432 State Street Technology Select Sector SPDR ETF shares in Q4 2022, an estimated $26K.
  • Castle Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $27K in Q2 2022.
  • 1,521 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.