Peak Financial Advisors’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 |
-3,758
| Closed | -$783K | – | 88 |
|
|
2024
Q1 | $783K | Sell |
3,758
-175
| -4% | -$36.4K | 0.48% | 39 |
|
|
2023
Q4 | $757K | Sell |
3,933
-1,663
| -30% | -$320K | 0.51% | 40 |
|
|
2023
Q3 | $917K | Buy |
5,596
+3,922
| +234% | +$643K | 0.99% | 19 |
|
|
2023
Q2 | $291K | Buy |
1,674
+29
| +2% | +$5.04K | 0.23% | 57 |
|
|
2023
Q1 | $248K | Buy |
+1,645
| New | +$248K | 0.21% | 51 |
|
|
2022
Q1 | – | Sell |
-2,573
| Closed | -$447K | – | 111 |
|
|
2021
Q4 | $447K | Buy |
+2,573
| New | +$447K | 0.34% | 51 |
|