EisnerAmper Wealth Management Corporate Benefits’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
2023
Q4
$249K Buy
+1,292
New +$249K 0.09% 65
2023
Q3
Sell
-1,317
Closed -$229K 62
2023
Q2
$229K Buy
+1,317
New +$229K 0.11% 53
2021
Q4
Sell
-1,649
Closed -$246K 52
2021
Q3
$246K Buy
+1,649
New +$246K 0.12% 43