Danda Trouve Investment 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-778
| Closed | -$135K | – | 147 |
|
2021
Q4 | $135K | Sell |
778
-785
| -50% | -$136K | 0.15% | 38 |
|
2021
Q3 | $233K | Buy |
+1,563
| New | +$233K | 0.28% | 36 |
|
2021
Q1 | – | Sell |
-25
| Closed | -$3K | – | 195 |
|
2020
Q4 | $3K | Sell |
25
-35
| -58% | -$4.2K | ﹤0.01% | 152 |
|
2020
Q3 | $7K | Sell |
60
-30
| -33% | -$3.5K | 0.01% | 116 |
|
2020
Q2 | $9K | Sell |
90
-10
| -10% | -$1K | 0.01% | 103 |
|
2020
Q1 | $8K | Buy |
100
+50
| +100% | +$4K | 0.02% | 105 |
|
2019
Q4 | $5K | Buy |
+50
| New | +$5K | 0.01% | 141 |
|