Palisade Asset 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-461
| Closed | -$96K | – | 401 |
|
2024
Q1 | $96K | Buy |
+461
| New | +$96K | 0.01% | 236 |
|
2023
Q1 | – | Sell |
-1,931
| Closed | -$240K | – | 184 |
|
2022
Q4 | $240K | Buy |
+1,931
| New | +$240K | 0.03% | 177 |
|
2021
Q1 | – | Sell |
-4,361
| Closed | -$567K | – | 177 |
|
2020
Q4 | $567K | Buy |
+4,361
| New | +$567K | 0.08% | 132 |
|
2020
Q1 | – | Sell |
-5,039
| Closed | -$462K | – | 179 |
|
2019
Q4 | $462K | Buy |
+5,039
| New | +$462K | 0.07% | 137 |
|
2019
Q2 | – | Sell |
-8,753
| Closed | -$648K | – | 173 |
|
2019
Q1 | $648K | Sell |
8,753
-230
| -3% | -$17K | 0.1% | 119 |
|
2018
Q4 | $557K | Buy |
+8,983
| New | +$557K | 0.08% | 112 |
|