FIG
FundX Investment Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $3.42M | Buy |
19,656
+17,028
| +648% | +$2.96M | 0.83% | 20 |
|
|
2021
Q3 | $392K | Hold |
2,628
| – | – | 0.19% | 33 |
|
|
2021
Q2 | $2.92K | Hold |
2,628
| – | – | 0.3% | 16 |
|
|
2021
Q1 | $349K | Sell |
2,628
-55,463
| -95% | -$7.37M | 0.2% | 33 |
|
|
2020
Q4 | $7.55M | Sell |
58,091
-3,074
| -5% | -$400K | 3.15% | 11 |
|
|
2020
Q3 | $7.14M | Sell |
61,165
-9,453
| -13% | -$1.1M | 2.74% | 11 |
|
|
2020
Q2 | $7.38M | Sell |
70,618
-1,095
| -2% | -$114K | 3.12% | 14 |
|
|
2020
Q1 | $5.76M | Buy |
71,713
+5,287
| +8% | +$425K | 2.12% | 12 |
|
|
2019
Q4 | $6.09M | Buy |
66,426
+7,780
| +13% | +$713K | 1.64% | 13 |
|
|
2019
Q3 | $4.72M | Buy |
+58,646
| New | +$4.72M | 1.68% | 12 |
|
|
2016
Q2 | – | Sell |
-58,204
| Closed | -$2.58M | – | 39 |
|
|
2016
Q1 | $2.58M | Sell |
58,204
-120
| -0.2% | -$5.32K | 0.64% | 21 |
|
|
2015
Q4 | $2.5M | Buy |
+58,324
| New | +$2.5M | 0.82% | 13 |
|