Focused Wealth Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $54.5K | Sell |
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|
2023
Q3 | $46.3K | Sell |
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|
2023
Q2 | $49.7K | Hold |
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|
2023
Q1 | $45.9K | Sell |
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|
2022
Q4 | $41.5K | Sell |
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|
2022
Q3 | $42K | Sell |
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|
2022
Q2 | $44K | Sell |
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|
2022
Q1 | $74K | Sell |
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|
2021
Q4 | $84K | Sell |
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|
2021
Q3 | $88K | Sell |
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|
2021
Q2 | $91K | Sell |
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|
2021
Q1 | $86K | Sell |
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|
2020
Q4 | $84K | Sell |
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|
2020
Q3 | $66K | Sell |
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|
2020
Q2 | $69K | Sell |
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|
2020
Q1 | $88K | Sell |
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|
2019
Q4 | $3.09M | Buy |
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|
2019
Q3 | $2.52M | Sell |
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|
2019
Q2 | $2.72M | Buy |
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|
2019
Q1 | $2.46M | Sell |
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|
2018
Q4 | $2.03M | Buy |
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|
2018
Q3 | $1.96M | Buy |
|