Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $13.1K | Hold |
58
| – | – | ﹤0.01% | 624 |
|
|
2024
Q1 | $12.1K | Hold |
58
| – | – | ﹤0.01% | 648 |
|
|
2023
Q4 | $11.2K | Hold |
58
| – | – | ﹤0.01% | 651 |
|
|
2023
Q3 | $9.51K | Hold |
58
| – | – | ﹤0.01% | 643 |
|
|
2023
Q2 | $10.1K | Sell |
58
-20
| -26% | -$3.48K | ﹤0.01% | 568 |
|
|
2023
Q1 | $11.7K | Hold |
78
| – | – | ﹤0.01% | 546 |
|
|
2022
Q4 | $10.2K | Hold |
78
| – | – | ﹤0.01% | 556 |
|
|
2022
Q3 | $9K | Hold |
78
| – | – | ﹤0.01% | 571 |
|
|
2022
Q2 | $11K | Hold |
78
| – | – | ﹤0.01% | 564 |
|
|
2022
Q1 | $12K | Hold |
78
| – | – | ﹤0.01% | 548 |
|
|
2021
Q4 | $14K | Buy |
78
+58
| +290% | +$10.4K | ﹤0.01% | 548 |
|
|
2021
Q3 | $3K | Hold |
20
| – | – | ﹤0.01% | 781 |
|
|
2021
Q2 | $3K | Hold |
20
| – | – | ﹤0.01% | 734 |
|
|
2021
Q1 | $3K | Hold |
20
| – | – | ﹤0.01% | 718 |
|
|
2020
Q4 | $3K | Hold |
20
| – | – | ﹤0.01% | 659 |
|
|
2020
Q3 | $2K | Hold |
20
| – | – | ﹤0.01% | 530 |
|
|
2020
Q2 | $2K | Buy |
+20
| New | +$2K | ﹤0.01% | 311 |
|