Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $568K | Hold |
4,778
| – | – | 0.05% | 123 |
|
|
2022
Q2 | $607K | Buy |
4,778
+1
| +0% | +$127 | 0.05% | 125 |
|
|
2022
Q1 | $759K | Buy |
4,777
+188
| +4% | +$29.9K | 0.05% | 129 |
|
|
2021
Q4 | $798K | Buy |
4,589
+59
| +1% | +$10.3K | 0.06% | 121 |
|
|
2021
Q3 | $676K | Buy |
4,530
+291
| +7% | +$43.4K | 0.05% | 125 |
|
|
2021
Q2 | $626K | Sell |
4,239
-560
| -12% | -$82.7K | 0.05% | 128 |
|
|
2021
Q1 | $637K | Sell |
4,799
-299
| -6% | -$39.7K | 0.06% | 125 |
|
|
2020
Q4 | $663K | Buy |
5,098
+1
| +0% | +$130 | 0.07% | 120 |
|
|
2020
Q3 | $595K | Buy |
5,097
+19
| +0.4% | +$2.22K | 0.07% | 114 |
|
|
2020
Q2 | $531K | Sell |
5,078
-626
| -11% | -$65.5K | 0.07% | 112 |
|
|
2020
Q1 | $458K | Buy |
5,704
+1
| +0% | +$80 | 0.07% | 111 |
|
|
2019
Q4 | $523K | Sell |
5,703
-17
| -0.3% | -$1.56K | 0.07% | 119 |
|
|
2019
Q3 | $461K | Buy |
5,720
+1,212
| +27% | +$97.7K | 0.06% | 123 |
|
|
2019
Q2 | $352K | Buy |
4,508
+1
| +0% | +$78 | 0.05% | 139 |
|
|
2019
Q1 | $343K | Buy |
4,507
+275
| +6% | +$20.9K | 0.05% | 137 |
|
|
2018
Q4 | $262K | Sell |
4,232
-593
| -12% | -$36.7K | 0.04% | 155 |
|
|
2018
Q3 | $363K | Buy |
4,825
+1
| +0% | +$75 | 0.06% | 136 |
|
|
2018
Q2 | $335K | Buy |
+4,824
| New | +$335K | 0.06% | 135 |
|