NEIRG 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 | – | Sell |
-1,747
| Closed | -$304K | – | 133 |
|
|
2023
Q2 | $304K | Buy |
1,747
+3
| +0.2% | +$522 | 0.06% | 117 |
|
|
2023
Q1 | $263K | Hold |
1,744
| – | – | 0.05% | 128 |
|
|
2022
Q4 | $217K | Hold |
1,744
| – | – | 0.04% | 133 |
|
|
2022
Q3 | $207K | Sell |
1,744
-1,058
| -38% | -$126K | 0.04% | 137 |
|
|
2022
Q2 | $356K | Buy |
2,802
+10
| +0.4% | +$1.27K | 0.08% | 113 |
|
|
2022
Q1 | $444K | Buy |
2,792
+1,058
| +61% | +$168K | 0.09% | 101 |
|
|
2021
Q4 | $301K | Buy |
+1,734
| New | +$301K | 0.06% | 104 |
|