Level Financial Advisors’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
Q1 | – | Sell |
-470
| Closed | -$90.5K | – | 272 |
|
|
2023
Q4 | $90.5K | Hold |
470
| – | – | 0.04% | 88 |
|
|
2023
Q3 | $77K | Hold |
470
| – | – | 0.04% | 90 |
|
|
2023
Q2 | $81.7K | Hold |
470
| – | – | 0.05% | 87 |
|
|
2023
Q1 | $71K | Sell |
470
-8
| -2% | -$1.21K | 0.04% | 83 |
|
|
2022
Q4 | $59K | Buy |
478
+8
| +2% | +$987 | 0.04% | 87 |
|
|
2022
Q3 | $56K | Hold |
470
| – | – | 0.04% | 88 |
|
|
2022
Q2 | $60K | Buy |
+470
| New | +$60K | 0.04% | 91 |
|