LFA
Legacy Financial Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,050
| Closed | -$202K | – | 338 |
|
|
2023
Q4 | $202K | Sell |
1,050
-230
| -18% | -$44.3K | 0.04% | 284 |
|
|
2023
Q3 | $210K | Hold |
1,280
| – | – | 0.04% | 246 |
|
|
2023
Q2 | $223K | Buy |
+1,280
| New | +$223K | 0.04% | 232 |
|
|
2022
Q2 | – | Sell |
-1,297
| Closed | -$206K | – | 259 |
|
|
2022
Q1 | $206K | Hold |
1,297
| – | – | 0.05% | 233 |
|
|
2021
Q4 | $226K | Buy |
+1,297
| New | +$226K | 0.05% | 190 |
|
|
2019
Q2 | – | Sell |
-200
| Closed | -$15K | – | 923 |
|
|
2019
Q1 | $15K | Hold |
200
| – | – | 0.01% | 532 |
|
|
2018
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 524 |
|
|
2018
Q3 | $15K | Hold |
200
| – | – | 0.01% | 433 |
|
|
2018
Q2 | $15K | Hold |
200
| – | – | 0.01% | 439 |
|
|
2018
Q1 | $13K | Hold |
200
| – | – | 0.01% | 433 |
|
|
2017
Q4 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 442 |
|