Fortitude Advisory Group’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
Q1 | – | Sell |
-1,074
| Closed | -$207K | – | 238 |
|
|
2023
Q4 | $207K | Sell |
1,074
-214
| -17% | -$41.2K | 0.13% | 193 |
|
|
2023
Q3 | $211K | Sell |
1,288
-793
| -38% | -$130K | 0.14% | 171 |
|
|
2023
Q2 | $362K | Hold |
2,081
| – | – | 0.27% | 95 |
|
|
2023
Q1 | $314K | Buy |
2,081
+1
| +0% | +$151 | 0.24% | 114 |
|
|
2022
Q4 | $259K | Hold |
2,080
| – | – | 0.22% | 130 |
|
|
2022
Q3 | $247K | Hold |
2,080
| – | – | 0.23% | 118 |
|
|
2022
Q2 | $264K | Sell |
2,080
-51
| -2% | -$6.47K | 0.24% | 121 |
|
|
2022
Q1 | $339K | Sell |
2,131
-478
| -18% | -$76K | 0.18% | 101 |
|
|
2021
Q4 | $454K | Buy |
+2,609
| New | +$454K | 0.23% | 72 |
|