IHT Wealth Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $732K | Sell |
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|
2024
Q2 | $690K | Buy |
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|
2024
Q1 | $712K | Sell |
|
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|
2023
Q4 | $729K | Buy |
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|
2023
Q3 | $593K | Buy |
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|
2023
Q2 | $559K | Buy |
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|
2023
Q1 | $485K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | $214K | Buy |
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|
2022
Q2 | $213K | Hold |
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|
2022
Q1 | $283K | Hold |
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|
2021
Q4 | $317K | Sell |
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|
2021
Q3 | $358K | Sell |
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|
2021
Q2 | $370K | Buy |
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|
2021
Q1 | $328K | Sell |
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|
2020
Q4 | $1.19M | Buy |
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|
2020
Q3 | $238K | Buy |
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