Keeler & Nadler Financial Planning & Wealth Management’s SPDR FactSet Innovative Technology ETF XITK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Sell |
1,954
-322
| -14% | -$61K | 0.15% | 53 |
|
|
2025
Q1 | $369K | Sell |
2,276
-114
| -5% | -$18.5K | 0.17% | 50 |
|
|
2024
Q4 | $416K | Sell |
2,390
-28
| -1% | -$4.87K | 0.19% | 49 |
|
|
2024
Q3 | $374K | Buy |
2,418
+260
| +12% | +$40.2K | 0.18% | 49 |
|
|
2024
Q2 | $316K | Buy |
2,158
+431
| +25% | +$63.2K | 0.17% | 49 |
|
|
2024
Q1 | $258K | Buy |
1,727
+126
| +8% | +$18.8K | 0.15% | 54 |
|
|
2023
Q4 | $234K | Buy |
+1,601
| New | +$234K | 0.17% | 50 |
|
|
2021
Q4 | $305K | Buy |
+1,600
| New | +$305K | 0.28% | 39 |
|