Gofen & Glossberg’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $600K | Buy |
4,822
+1,165
| +32% | +$145K | 0.02% | 314 |
|
|
2022
Q3 | $434K | Buy |
3,657
+1,783
| +95% | +$212K | 0.01% | 342 |
|
|
2022
Q2 | $238K | Hold |
1,874
| – | – | 0.01% | 461 |
|
|
2022
Q1 | $298K | Hold |
1,874
| – | – | 0.01% | 439 |
|
|
2021
Q4 | $326K | Sell |
1,874
-12
| -0.6% | -$2.09K | 0.01% | 433 |
|
|
2021
Q3 | $282K | Hold |
1,886
| – | – | 0.01% | 457 |
|
|
2021
Q2 | $278K | Buy |
+1,886
| New | +$278K | 0.01% | 451 |
|
|
2013
Q4 | – | Sell |
-9,460
| Closed | -$303K | – | 545 |
|
|
2013
Q3 | $303K | Hold |
9,460
| – | – | 0.02% | 320 |
|
|
2013
Q2 | $289K | Buy |
+9,460
| New | +$289K | 0.02% | 317 |
|