Investment House LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,100
| Closed | -$635K | – | 190 |
|
|
2022
Q4 | $635K | Buy |
+5,100
| New | +$635K | 0.06% | 124 |
|
|
2022
Q3 | – | Sell |
-5,377
| Closed | -$684K | – | 182 |
|
|
2022
Q2 | $684K | Buy |
+5,377
| New | +$684K | 0.06% | 117 |
|
|
2020
Q4 | – | Sell |
-6,345
| Closed | -$740K | – | 231 |
|
|
2020
Q3 | $740K | Buy |
+6,345
| New | +$740K | 0.06% | 129 |
|
|
2017
Q2 | – | Sell |
-6,430
| Closed | -$343K | – | 198 |
|
|
2017
Q1 | $343K | Buy |
+6,430
| New | +$343K | 0.05% | 161 |
|