Curi Wealth Management’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 |
-2,447
| Closed | -$471K | – | 156 |
|
|
2023
Q4 | $471K | Buy |
2,447
+151
| +7% | +$29.1K | 0.07% | 93 |
|
|
2023
Q3 | $376K | Sell |
2,296
-26
| -1% | -$4.26K | 0.06% | 98 |
|
|
2023
Q2 | $404K | Buy |
2,322
+45
| +2% | +$7.82K | 0.05% | 103 |
|
|
2023
Q1 | $344K | Sell |
2,277
-3,957
| -63% | -$597K | 0.05% | 110 |
|
|
2022
Q4 | $776K | Buy |
6,234
+4,198
| +206% | +$522K | 0.11% | 100 |
|
|
2022
Q3 | $242K | Buy |
2,036
+1,245
| +157% | +$148K | 0.04% | 150 |
|
|
2022
Q2 | $101K | Buy |
791
+719
| +999% | +$91.8K | 0.02% | 174 |
|
|
2022
Q1 | $11K | Sell |
72
-121
| -63% | -$18.5K | ﹤0.01% | 353 |
|
|
2021
Q4 | $33K | Buy |
+193
| New | +$33K | 0.01% | 206 |
|