Heritage Wealth Management (Arizona)’s SPDR NYSE Technology ETF XNTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $397K | Buy |
4,094
+1,931
| +89% | +$187K | 0.06% | 257 |
|
|
2022
Q3 | $204K | Sell |
2,163
-620
| -22% | -$58.5K | 0.07% | 221 |
|
|
2022
Q2 | $287K | Sell |
2,783
-195
| -7% | -$20.1K | 0.1% | 163 |
|
|
2022
Q1 | $414K | Buy |
+2,978
| New | +$414K | 0.11% | 145 |
|
|
2021
Q3 | $472K | Sell |
3,020
-748
| -20% | -$117K | 0.17% | 96 |
|
|
2021
Q2 | $599K | Buy |
+3,768
| New | +$599K | 0.23% | 82 |
|