GFWA
Grey Fox Wealth Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-925
| Closed | -$209K | – | 132 |
|
|
2024
Q3 | $209K | Sell |
925
-667
| -42% | -$151K | 0.06% | 119 |
|
|
2024
Q2 | $360K | Buy |
1,592
+3
| +0.2% | +$679 | 0.13% | 91 |
|
|
2024
Q1 | $331K | Buy |
1,589
+2
| +0.1% | +$417 | 0.12% | 93 |
|
|
2023
Q4 | $305K | Buy |
1,587
+4
| +0.3% | +$770 | 0.13% | 85 |
|
|
2023
Q3 | $260K | Buy |
1,583
+3
| +0.2% | +$492 | 0.13% | 90 |
|
|
2023
Q2 | $275K | Sell |
1,580
-635
| -29% | -$110K | 0.14% | 84 |
|
|
2023
Q1 | $335K | Buy |
2,215
+642
| +41% | +$97K | 0.2% | 70 |
|
|
2022
Q4 | $196K | Buy |
+1,573
| New | +$196K | 0.13% | 94 |
|