Kowal Investment Group’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 | $482K | Sell |
2,134
-45
| -2% | -$10.2K | 0.09% | 121 |
|
|
2024
Q2 | $493K | Hold |
2,179
| – | – | 0.1% | 106 |
|
|
2024
Q1 | $454K | Buy |
2,179
+75
| +4% | +$15.6K | 0.1% | 106 |
|
|
2023
Q4 | $405K | Buy |
2,104
+6
| +0.3% | +$1.16K | 0.09% | 101 |
|
|
2023
Q3 | $344K | Buy |
2,098
+277
| +15% | +$45.4K | 0.09% | 100 |
|
|
2023
Q2 | $317K | Buy |
1,821
+14
| +0.8% | +$2.43K | 0.08% | 118 |
|
|
2023
Q1 | $273K | Sell |
1,807
-310
| -15% | -$46.8K | 0.08% | 127 |
|
|
2022
Q4 | $263K | Buy |
2,117
+277
| +15% | +$34.5K | 0.08% | 127 |
|
|
2022
Q3 | $219K | Buy |
1,840
+202
| +12% | +$24K | 0.07% | 126 |
|
|
2022
Q2 | $208K | Buy |
+1,638
| New | +$208K | 0.07% | 133 |
|
|
2022
Q1 | – | Sell |
-1,550
| Closed | -$269K | – | 140 |
|
|
2021
Q4 | $269K | Buy |
1,550
+656
| +73% | +$114K | 0.08% | 89 |
|
|
2021
Q3 | $134K | Buy |
+894
| New | +$134K | 0.04% | 127 |
|