J. Arnold 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-538
| Closed | -$94K | – | 58 |
|
|
2021
Q4 | $94K | Sell |
538
-361
| -40% | -$63.1K | 0.04% | 36 |
|
|
2021
Q3 | $134K | Sell |
899
-299
| -25% | -$44.6K | 0.06% | 43 |
|
|
2021
Q2 | $177K | Sell |
1,198
-198
| -14% | -$29.3K | 0.09% | 49 |
|
|
2021
Q1 | $187K | Buy |
1,396
+1,186
| +565% | +$159K | 0.1% | 44 |
|
|
2020
Q4 | $27K | Sell |
210
-84
| -29% | -$10.8K | 0.02% | 63 |
|
|
2020
Q3 | $34K | Buy |
294
+143
| +95% | +$16.5K | 0.03% | 45 |
|
|
2020
Q2 | $16K | Hold |
151
| – | – | 0.01% | 60 |
|
|
2020
Q1 | $12K | Buy |
+151
| New | +$12K | 0.04% | 26 |
|