J.W. Coons Advisors’s SPDR S&P Software & Services ETF XSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Buy |
6,730
+35
| +0.5% | +$6.64K | 0.29% | 80 |
|
|
2025
Q1 | $1.07M | Buy |
6,695
+200
| +3% | +$32K | 0.28% | 86 |
|
|
2024
Q4 | $1.23M | Sell |
6,495
-220
| -3% | -$41.6K | 0.32% | 74 |
|
|
2024
Q3 | $1.08M | Buy |
6,715
+90
| +1% | +$14.5K | 0.27% | 89 |
|
|
2024
Q2 | $1M | Buy |
6,625
+880
| +15% | +$133K | 0.24% | 93 |
|
|
2024
Q1 | $896K | Buy |
+5,745
| New | +$896K | 0.2% | 98 |
|