Executive 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 | $302K | Buy |
1,298
+53
| +4% | +$12.3K | 0.02% | 212 |
|
|
2024
Q3 | $281K | Buy |
1,245
+108
| +9% | +$24.4K | 0.02% | 224 |
|
|
2024
Q2 | $257K | Buy |
1,137
+165
| +17% | +$37.3K | 0.05% | 109 |
|
|
2024
Q1 | $203K | Buy |
+972
| New | +$203K | 0.02% | 236 |
|
|
2019
Q3 | – | Sell |
-335
| Closed | -$26K | – | 821 |
|
|
2019
Q2 | $26K | Buy |
335
+1
| +0.3% | +$78 | ﹤0.01% | 428 |
|
|
2019
Q1 | $25K | Hold |
334
| – | – | ﹤0.01% | 392 |
|
|
2018
Q4 | $21K | Buy |
+334
| New | +$21K | ﹤0.01% | 423 |
|