Jackson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-18,554
| Closed | -$2.41M | – | 154 |
|
|
2020
Q4 | $2.41M | Buy |
18,554
+246
| +1% | +$32K | 0.33% | 71 |
|
|
2020
Q3 | $2.14M | Sell |
18,308
-1,361
| -7% | -$159K | 0.32% | 67 |
|
|
2020
Q2 | $2.06M | Sell |
19,669
-22,574
| -53% | -$2.36M | 0.37% | 66 |
|
|
2020
Q1 | $4.03M | Sell |
42,243
-5,703
| -12% | -$544K | 0.84% | 28 |
|
|
2019
Q4 | $4.67M | Buy |
47,946
+189
| +0.4% | +$18.4K | 0.78% | 38 |
|
|
2019
Q3 | $3.84M | Buy |
+47,757
| New | +$3.84M | 0.8% | 37 |
|