FWM
Filbrandt Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $24K | Sell |
158
-21
| -12% | -$3.19K | 0.01% | 108 |
|
|
2021
Q2 | $26K | Hold |
179
| – | – | 0.01% | 107 |
|
|
2021
Q1 | $24K | Buy |
+179
| New | +$24K | 0.01% | 107 |
|
|
2020
Q3 | – | Sell |
-3,052
| Closed | -$319K | – | 366 |
|
|
2020
Q2 | $319K | Buy |
+3,052
| New | +$319K | 0.25% | 21 |
|
|
2020
Q1 | – | Sell |
-139
| Closed | -$12K | – | 313 |
|
|
2019
Q4 | $12K | Buy |
+139
| New | +$12K | 0.01% | 147 |
|