Fulcrum Equity Management’s SPDR S&P Semiconductor ETF XSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12,526
| Closed | -$2.61M | – | 120 |
|
|
2023
Q1 | $2.61M | Buy |
+12,526
| New | +$2.61M | 2.45% | 11 |
|
|
2022
Q2 | – | Sell |
-2,060
| Closed | -$427K | – | 125 |
|
|
2022
Q1 | $427K | Sell |
2,060
-278
| -12% | -$57.6K | 0.25% | 66 |
|
|
2021
Q4 | $568K | Buy |
+2,338
| New | +$568K | 0.21% | 79 |
|
|
2021
Q2 | – | Sell |
-10,943
| Closed | -$2M | – | 238 |
|
|
2021
Q1 | $2M | Sell |
10,943
-10,509
| -49% | -$1.92M | 0.79% | 45 |
|
|
2020
Q4 | $3.66M | Sell |
21,452
-757
| -3% | -$129K | 1.46% | 15 |
|
|
2020
Q3 | $2.79M | Buy |
22,209
+17,292
| +352% | +$2.17M | 1.3% | 15 |
|
|
2020
Q2 | $550K | Buy |
+4,917
| New | +$550K | 0.26% | 66 |
|