LVZ Inc’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
Q3 | – | Sell |
-3,891
| Closed | -$880K | – | 157 |
|
|
2024
Q2 | $880K | Buy |
+3,891
| New | +$880K | 0.12% | 50 |
|
|
2024
Q1 | – | Sell |
-6,841
| Closed | -$1.32M | – | 160 |
|
|
2023
Q4 | $1.32M | Sell |
6,841
-602
| -8% | -$116K | 0.19% | 40 |
|
|
2023
Q3 | $1.22M | Sell |
7,443
-112
| -1% | -$18.4K | 0.2% | 32 |
|
|
2023
Q2 | $1.31M | Buy |
+7,555
| New | +$1.31M | 0.18% | 45 |
|