DB Wealth Management Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $84.7K | Buy |
+440
| New | +$84.7K | 0.05% | 124 |
|
|
2022
Q4 | – | Sell |
-125
| Closed | -$15K | – | 379 |
|
|
2022
Q3 | $15K | Hold |
125
| – | – | 0.01% | 259 |
|
|
2022
Q2 | $16K | Sell |
125
-49
| -28% | -$6.27K | 0.01% | 256 |
|
|
2022
Q1 | $28K | Hold |
174
| – | – | 0.02% | 220 |
|
|
2021
Q4 | $30K | Hold |
174
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $26K | Buy |
174
+49
| +39% | +$7.32K | 0.02% | 209 |
|
|
2021
Q2 | $18K | Sell |
125
-118
| -49% | -$17K | 0.01% | 232 |
|
|
2021
Q1 | $32K | Hold |
243
| – | – | 0.02% | 198 |
|
|
2020
Q4 | $32K | Buy |
+243
| New | +$32K | 0.02% | 184 |
|