Heritage Wealth Management (Arizona)’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
Q2 | $655K | Sell |
2,895
-100
| -3% | -$22.6K | 0.36% | 64 |
|
|
2024
Q1 | $624K | Sell |
2,995
-171
| -5% | -$35.6K | 0.32% | 70 |
|
|
2023
Q4 | $609K | Buy |
+3,166
| New | +$609K | 0.33% | 71 |
|
|
2022
Q4 | $957K | Buy |
7,694
+3,710
| +93% | +$462K | 0.14% | 116 |
|
|
2022
Q3 | $473K | Buy |
3,984
+5
| +0.1% | +$594 | 0.15% | 105 |
|
|
2022
Q2 | $506K | Sell |
3,979
-370
| -9% | -$47K | 0.17% | 100 |
|
|
2022
Q1 | $691K | Buy |
+4,349
| New | +$691K | 0.19% | 91 |
|
|
2021
Q3 | $648K | Sell |
4,340
-154
| -3% | -$23K | 0.23% | 77 |
|
|
2021
Q2 | $664K | Buy |
+4,494
| New | +$664K | 0.25% | 79 |
|