Lucia Wealth Services’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$782K Buy
2020
Q2
$638K Buy
2020
Q1
$474K Buy
2019
Q4
$537K Buy
2019
Q3
$344K Buy
2019
Q2
$310K Hold
2019
Q1
$294K Buy
2018
Q4
$172K Sell
2018
Q3
$247K Hold
2018
Q2
$227K Buy
2018
Q1
$159K Buy