Fortune Financial 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
Q3 | – | Sell |
-5,345
| Closed | -$1.21M | – | 124 |
|
|
2024
Q2 | $1.21M | Buy |
5,345
+51
| +1% | +$11.5K | 0.74% | 45 |
|
|
2024
Q1 | $1.1M | Sell |
5,294
-181
| -3% | -$37.7K | 0.7% | 45 |
|
|
2023
Q4 | $1.05M | Sell |
5,475
-33
| -0.6% | -$6.35K | 0.74% | 43 |
|
|
2023
Q3 | $903K | Buy |
5,508
+182
| +3% | +$29.8K | 0.69% | 46 |
|
|
2023
Q2 | $926K | Buy |
+5,326
| New | +$926K | 0.7% | 44 |
|