Personal Wealth Partners’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
Q2 | – | Sell |
-3,075
| Closed | -$489K | – | 74 |
|
|
2022
Q1 | $489K | Sell |
3,075
-311
| -9% | -$49.5K | 0.21% | 47 |
|
|
2021
Q4 | $589K | Hold |
3,386
| – | – | 0.24% | 46 |
|
|
2021
Q3 | $506K | Hold |
3,386
| – | – | 0.21% | 47 |
|
|
2021
Q2 | $500K | Hold |
3,386
| – | – | 0.2% | 47 |
|
|
2021
Q1 | $450K | Hold |
3,386
| – | – | 0.2% | 47 |
|
|
2020
Q4 | $440K | Hold |
3,386
| – | – | 0.21% | 46 |
|
|
2020
Q3 | $395K | Buy |
3,386
+705
| +26% | +$82.2K | 0.21% | 47 |
|
|
2020
Q2 | $280K | Hold |
2,681
| – | – | 0.15% | 52 |
|
|
2020
Q1 | $215K | Hold |
2,681
| – | – | 0.13% | 59 |
|
|
2019
Q4 | $246K | Hold |
2,681
| – | – | 0.11% | 58 |
|
|
2019
Q3 | $216K | Hold |
2,681
| – | – | 0.1% | 62 |
|
|
2019
Q2 | $209K | Buy |
+2,681
| New | +$209K | 0.1% | 56 |
|