Leelyn Smith’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-165
| Closed | -$20.5K | – | 448 |
|
|
2022
Q4 | $20.5K | Hold |
165
| – | – | 0.01% | 258 |
|
|
2022
Q3 | $20K | Hold |
165
| – | – | 0.01% | 232 |
|
|
2022
Q2 | $21K | Buy |
+165
| New | +$21K | 0.01% | 247 |
|
|
2021
Q2 | – | Sell |
-9,906
| Closed | -$1.32M | – | 403 |
|
|
2021
Q1 | $1.32M | Sell |
9,906
-542
| -5% | -$72K | 0.39% | 68 |
|
|
2020
Q4 | $1.36M | Sell |
10,448
-28
| -0.3% | -$3.64K | 0.43% | 64 |
|
|
2020
Q3 | $1.22M | Buy |
10,476
+10
| +0.1% | +$1.17K | 0.43% | 64 |
|
|
2020
Q2 | $1.09M | Buy |
10,466
+11
| +0.1% | +$1.15K | 0.45% | 64 |
|
|
2020
Q1 | $840K | Buy |
+10,455
| New | +$840K | 0.45% | 61 |
|