ICA Group 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
Q2 | $387K | Sell |
1,712
-4,344
| -72% | -$983K | 0.23% | 65 |
|
|
2024
Q1 | $1.26M | Sell |
6,056
-153
| -2% | -$31.9K | 0.25% | 79 |
|
|
2023
Q4 | $1.2M | Buy |
6,209
+420
| +7% | +$80.8K | 0.27% | 76 |
|
|
2023
Q3 | $949K | Buy |
5,789
+289
| +5% | +$47.4K | 0.27% | 76 |
|
|
2023
Q2 | $956K | Buy |
5,500
+142
| +3% | +$24.7K | 0.24% | 85 |
|
|
2023
Q1 | $809K | Buy |
5,358
+765
| +17% | +$116K | 0.19% | 112 |
|
|
2022
Q4 | $572K | Buy |
4,593
+177
| +4% | +$22K | 0.13% | 148 |
|
|
2022
Q3 | $525K | Buy |
4,416
+536
| +14% | +$63.7K | 0.11% | 186 |
|
|
2022
Q2 | $575K | Sell |
3,880
-3
| -0.1% | -$445 | 0.11% | 180 |
|
|
2022
Q1 | $544K | Buy |
+3,883
| New | +$544K | 0.1% | 182 |
|