Loveless 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 | $3.81M | Buy |
29,949
+22
| +0.1% | +$2.8K | 2.49% | 5 |
|
|
2022
Q1 | $4.76M | Buy |
29,927
+68
| +0.2% | +$10.8K | 2.69% | 3 |
|
|
2021
Q4 | $5.19M | Buy |
29,859
+1,423
| +5% | +$247K | 2.85% | 2 |
|
|
2021
Q3 | $4.25M | Buy |
28,436
+611
| +2% | +$91.2K | 2.58% | 2 |
|
|
2021
Q2 | $4.11M | Buy |
27,825
+811
| +3% | +$120K | 2.5% | 4 |
|
|
2021
Q1 | $3.59M | Buy |
27,014
+1,217
| +5% | +$162K | 2.37% | 5 |
|
|
2020
Q4 | $3.35M | Buy |
25,797
+1,256
| +5% | +$163K | 2.47% | 6 |
|
|
2020
Q3 | $2.86M | Buy |
24,541
+2,064
| +9% | +$241K | 2.42% | 7 |
|
|
2020
Q2 | $2.35M | Buy |
22,477
+1,154
| +5% | +$121K | 2.19% | 7 |
|
|
2020
Q1 | $1.71M | Buy |
21,323
+695
| +3% | +$55.9K | 2.02% | 15 |
|
|
2019
Q4 | $1.91M | Buy |
+20,628
| New | +$1.91M | 1.64% | 14 |
|