Investment Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,956
| Closed | -$232K | – | 256 |
|
|
2022
Q3 | $232K | Buy |
+1,956
| New | +$232K | 0.07% | 235 |
|
|
2021
Q2 | – | Sell |
-2,770
| Closed | -$368K | – | 171 |
|
|
2021
Q1 | $368K | Buy |
2,770
+78
| +3% | +$10.4K | 0.18% | 97 |
|
|
2020
Q4 | $350K | Sell |
2,692
-33
| -1% | -$4.29K | 0.19% | 92 |
|
|
2020
Q3 | $318K | Buy |
2,725
+487
| +22% | +$56.8K | 0.19% | 94 |
|
|
2020
Q2 | $234K | Buy |
+2,238
| New | +$234K | 0.14% | 114 |
|
|
2015
Q2 | – | Sell |
-215
| Closed | -$9K | – | 146 |
|
|
2015
Q1 | $9K | Buy |
+215
| New | +$9K | 0.01% | 143 |
|