Lake Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $6K | Buy |
44
+25
| +132% | +$3.41K | ﹤0.01% | 220 |
|
|
2022
Q1 | $3K | Hold |
19
| – | – | ﹤0.01% | 310 |
|
|
2021
Q4 | $3K | Hold |
19
| – | – | ﹤0.01% | 316 |
|
|
2021
Q3 | $3K | Hold |
19
| – | – | ﹤0.01% | 301 |
|
|
2021
Q2 | $3K | Buy |
+19
| New | +$3K | ﹤0.01% | 313 |
|
|
2020
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 279 |
|
|
2019
Q4 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 525 |
|
|
2019
Q2 | $1K | Hold |
19
| – | – | ﹤0.01% | 634 |
|
|
2019
Q1 | $1K | Sell |
19
-11,981
| -100% | -$631K | ﹤0.01% | 634 |
|
|
2018
Q4 | $744K | Buy |
+12,000
| New | +$744K | 0.28% | 62 |
|