Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $406K | Hold |
2,474
| – | – | 0.09% | 120 |
|
|
2023
Q2 | $430K | Hold |
2,474
| – | – | 0.09% | 118 |
|
|
2023
Q1 | $374K | Hold |
2,474
| – | – | 0.08% | 119 |
|
|
2022
Q4 | $308K | Sell |
2,474
-83
| -3% | -$10.3K | 0.07% | 128 |
|
|
2022
Q3 | $304K | Buy |
2,557
+83
| +3% | +$9.87K | 0.07% | 128 |
|
|
2022
Q2 | $314K | Hold |
2,474
| – | – | 0.08% | 124 |
|
|
2022
Q1 | $393K | Hold |
2,474
| – | – | 0.08% | 119 |
|
|
2021
Q4 | $430K | Hold |
2,474
| – | – | 0.09% | 115 |
|
|
2021
Q3 | $369K | Hold |
2,474
| – | – | 0.08% | 123 |
|
|
2021
Q2 | $365K | Hold |
2,474
| – | – | 0.08% | 125 |
|
|
2021
Q1 | $329K | Hold |
2,474
| – | – | 0.08% | 123 |
|
|
2020
Q4 | $322K | Buy |
2,474
+59
| +2% | +$7.68K | 0.09% | 116 |
|
|
2020
Q3 | $282K | Hold |
2,415
| – | – | 0.08% | 114 |
|
|
2020
Q2 | $252K | Buy |
+2,415
| New | +$252K | 0.08% | 109 |
|
|
2020
Q1 | – | Sell |
-2,415
| Closed | -$221K | – | 149 |
|
|
2019
Q4 | $221K | Buy |
+2,415
| New | +$221K | 0.06% | 136 |
|