Financial Synergies Wealth Advisors’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
Q2 | – | Sell |
-25
| Closed | -$5.21K | – | 489 |
|
|
2024
Q1 | $5.21K | Sell |
25
-90
| -78% | -$18.7K | ﹤0.01% | 274 |
|
|
2023
Q4 | $14.3K | Sell |
115
-1
| -0.9% | -$124 | ﹤0.01% | 163 |
|
|
2023
Q3 | $19K | Buy |
116
+1
| +0.9% | +$163 | ﹤0.01% | 182 |
|
|
2023
Q2 | $20.1K | Hold |
115
| – | – | ﹤0.01% | 171 |
|
|
2023
Q1 | $17.4K | Hold |
115
| – | – | ﹤0.01% | 194 |
|
|
2022
Q4 | $14.3K | Hold |
115
| – | – | ﹤0.01% | 163 |
|
|
2022
Q3 | $13.6K | Hold |
115
| – | – | ﹤0.01% | 141 |
|
|
2022
Q2 | $14.6K | Buy |
+115
| New | +$14.6K | ﹤0.01% | 148 |
|