IWAG
Integer Wealth Advisors Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.25M | Sell |
30,008
-2,459
| -8% | -$349K | 2.32% | 15 |
|
|
2020
Q4 | $4.11M | Buy |
32,467
+1,286
| +4% | +$163K | 2.71% | 12 |
|
|
2020
Q3 | $3.64M | Buy |
31,181
+467
| +2% | +$54.5K | 3.34% | 9 |
|
|
2020
Q2 | $3.32M | Buy |
30,714
+1,408
| +5% | +$152K | 3.4% | 10 |
|
|
2020
Q1 | $2.78M | Buy |
29,306
+1,683
| +6% | +$160K | 3.16% | 11 |
|
|
2019
Q4 | $2.74M | Buy |
+27,623
| New | +$2.74M | 2.71% | 13 |
|