Kelly Financial Services’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 |
-31
| Closed | -$7.04K | – | 781 |
|
|
2024
Q2 | $7.04K | Hold |
31
| – | – | ﹤0.01% | 458 |
|
|
2024
Q1 | $6.47K | Hold |
31
| – | – | ﹤0.01% | 473 |
|
|
2023
Q4 | $5.97K | Sell |
31
-14
| -31% | -$2.7K | ﹤0.01% | 457 |
|
|
2023
Q3 | $7.37K | Hold |
45
| – | – | ﹤0.01% | 415 |
|
|
2023
Q2 | $7.8K | Buy |
45
+14
| +45% | +$2.43K | ﹤0.01% | 390 |
|
|
2023
Q1 | $4.65K | Hold |
31
| – | – | ﹤0.01% | 433 |
|
|
2022
Q4 | $3.83K | Hold |
31
| – | – | ﹤0.01% | 440 |
|
|
2022
Q3 | $3.64K | Hold |
31
| – | – | ﹤0.01% | 438 |
|
|
2022
Q2 | $3.89K | Hold |
31
| – | – | ﹤0.01% | 433 |
|
|
2022
Q1 | $4.85K | Buy |
31
+1
| +3% | +$156 | ﹤0.01% | 437 |
|
|
2021
Q4 | $5.29K | Hold |
30
| – | – | ﹤0.01% | 432 |
|
|
2021
Q3 | $4.54K | Sell |
30
-4,449
| -99% | -$673K | ﹤0.01% | 431 |
|
|
2021
Q2 | $30K | Buy |
4,479
+4,449
| +14,830% | +$29.8K | ﹤0.01% | 516 |
|
|
2021
Q1 | $4.02K | Sell |
30
-214
| -88% | -$28.7K | ﹤0.01% | 432 |
|
|
2020
Q4 | $31.7K | Buy |
244
+1
| +0.4% | +$130 | 0.02% | 152 |
|
|
2020
Q3 | $28.4K | Sell |
243
-143
| -37% | -$16.7K | 0.02% | 144 |
|
|
2020
Q2 | $40.3K | Buy |
+386
| New | +$40.3K | 0.03% | 106 |
|