Halpern Financial’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
$11.3K Buy
51
+14
+38% +$3.11K ﹤0.01% 159
2024
Q2
$8.37K Hold
37
﹤0.01% 162
2024
Q1
$7.67K Hold
37
﹤0.01% 168
2023
Q4
$6.87K Buy
+37
New +$6.87K ﹤0.01% 194