Legacy Wealth Management (Mississippi)’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
Q1 | – | Sell |
-3,265
| Closed | -$568K | – | 105 |
|
|
2021
Q4 | $568K | Buy |
3,265
+140
| +4% | +$24.3K | 0.29% | 69 |
|
|
2021
Q3 | $467K | Buy |
3,125
+385
| +14% | +$57.5K | 0.25% | 76 |
|
|
2021
Q2 | $405K | Buy |
2,740
+825
| +43% | +$122K | 0.22% | 78 |
|
|
2021
Q1 | $254K | Hold |
1,915
| – | – | 0.15% | 88 |
|
|
2020
Q4 | $249K | Buy |
+1,915
| New | +$249K | 0.16% | 87 |
|