Drive 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
Q4 | – | Sell |
-1,342
| Closed | -$303K | – | 383 |
|
|
2024
Q3 | $303K | Hold |
1,342
| – | – | 0.08% | 212 |
|
|
2024
Q2 | $304K | Hold |
1,342
| – | – | 0.08% | 190 |
|
|
2024
Q1 | $279K | Hold |
1,342
| – | – | 0.08% | 216 |
|
|
2023
Q4 | $258K | Sell |
1,342
-4
| -0.3% | -$770 | 0.08% | 221 |
|
|
2023
Q3 | $221K | Sell |
1,346
-3
| -0.2% | -$492 | 0.08% | 228 |
|
|
2023
Q2 | $235K | Sell |
1,349
-521
| -28% | -$90.6K | 0.09% | 215 |
|
|
2023
Q1 | $282K | Buy |
+1,870
| New | +$282K | 0.12% | 185 |
|
|
2022
Q2 | – | Sell |
-1,478
| Closed | -$235K | – | 191 |
|
|
2022
Q1 | $235K | Buy |
1,478
+42
| +3% | +$6.68K | 0.2% | 137 |
|
|
2021
Q4 | $250K | Buy |
+1,436
| New | +$250K | 0.22% | 120 |
|