Keebeck 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
Q3 | – | Sell |
-1,626
| Closed | -$368K | – | 280 |
|
|
2024
Q2 | $368K | Buy |
1,626
+647
| +66% | +$146K | 0.05% | 198 |
|
|
2024
Q1 | $204K | Buy |
+979
| New | +$204K | 0.03% | 269 |
|
|
2023
Q1 | – | Sell |
-1,724
| Closed | -$215K | – | 262 |
|
|
2022
Q4 | $215K | Sell |
1,724
-117
| -6% | -$14.6K | 0.04% | 226 |
|
|
2022
Q3 | $219K | Buy |
+1,841
| New | +$219K | 0.04% | 215 |
|
|
2022
Q2 | – | Sell |
-1,973
| Closed | -$314K | – | 259 |
|
|
2022
Q1 | $314K | Buy |
+1,973
| New | +$314K | 0.05% | 196 |
|