Midwest 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
Q1 | $3.08M | Sell |
19,358
-330
| -2% | -$52.5K | 1.87% | 9 |
|
|
2021
Q4 | $3.42M | Sell |
19,688
-169
| -0.9% | -$29.4K | 2.14% | 6 |
|
|
2021
Q3 | $2.97M | Sell |
19,857
-3,290
| -14% | -$491K | 2.04% | 6 |
|
|
2021
Q2 | $3.42M | Sell |
23,147
-716
| -3% | -$106K | 2.44% | 4 |
|
|
2021
Q1 | $3.17M | Buy |
23,863
+107
| +0.5% | +$14.2K | 2.57% | 3 |
|
|
2020
Q4 | $3.09M | Buy |
+23,756
| New | +$3.09M | 2.82% | 3 |
|