Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-100
| Closed | -$17.4K | – | 660 |
|
|
2023
Q2 | $17.4K | Hold |
100
| – | – | 0.02% | 296 |
|
|
2023
Q1 | $15.1K | Hold |
100
| – | – | 0.02% | 311 |
|
|
2022
Q4 | $12.4K | Hold |
100
| – | – | 0.01% | 300 |
|
|
2022
Q3 | $12K | Hold |
100
| – | – | 0.01% | 321 |
|
|
2022
Q2 | $13K | Hold |
100
| – | – | 0.01% | 333 |
|
|
2022
Q1 | $16K | Hold |
100
| – | – | 0.01% | 327 |
|
|
2021
Q4 | $17K | Hold |
100
| – | – | 0.01% | 353 |
|
|
2021
Q3 | $15K | Hold |
100
| – | – | 0.01% | 373 |
|
|
2021
Q2 | $15K | Hold |
100
| – | – | 0.01% | 373 |
|
|
2021
Q1 | $13K | Hold |
100
| – | – | 0.01% | 379 |
|
|
2020
Q4 | $13K | Buy |
+100
| New | +$13K | 0.01% | 348 |
|