Householder Group Estate & Retirement Specialist’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
Q4 | $1.05M | Sell |
4,526
-7,452
| -62% | -$1.73M | 0.79% | 25 |
|
|
2024
Q3 | $2.7M | Buy |
11,978
+1,344
| +13% | +$303K | 0.79% | 24 |
|
|
2024
Q2 | $2.41M | Buy |
10,634
+601
| +6% | +$136K | 0.68% | 29 |
|
|
2024
Q1 | $2.09M | Sell |
10,033
-7,053
| -41% | -$1.47M | 0.62% | 34 |
|
|
2023
Q4 | $3.29M | Sell |
17,086
-747
| -4% | -$144K | 1.08% | 16 |
|
|
2023
Q3 | $2.92M | Buy |
+17,833
| New | +$2.92M | 1.05% | 17 |
|
|
2023
Q1 | $1.61M | Buy |
+10,675
| New | +$1.61M | 0.62% | 31 |
|
|
2022
Q4 | – | Sell |
-2,959
| Closed | -$351K | – | 1185 |
|
|
2022
Q3 | $351K | Buy |
2,959
+197
| +7% | +$23.4K | 0.14% | 139 |
|
|
2022
Q2 | $351K | Buy |
2,762
+400
| +17% | +$50.8K | 0.16% | 138 |
|
|
2022
Q1 | $375K | Sell |
2,362
-5,991
| -72% | -$951K | 0.15% | 140 |
|
|
2021
Q4 | $1.45M | Buy |
+8,353
| New | +$1.45M | 0.54% | 47 |
|