Iams Wealth Management’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 | – | Sell |
-2,481
| Closed | -$560K | – | 177 |
|
|
2024
Q3 | $560K | Sell |
2,481
-1,152
| -32% | -$260K | 0.28% | 97 |
|
|
2024
Q2 | $822K | Buy |
3,633
+251
| +7% | +$56.8K | 0.45% | 66 |
|
|
2024
Q1 | $692K | Sell |
3,382
-1,150
| -25% | -$235K | 0.42% | 71 |
|
|
2023
Q4 | $872K | Buy |
4,532
+237
| +6% | +$45.6K | 0.56% | 58 |
|
|
2023
Q3 | $704K | Buy |
+4,295
| New | +$704K | 0.49% | 64 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 140 |
|