Peterson Wealth Management’s SPDR S&P Software & Services ETF XSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,640
| Closed | -$602K | – | 70 |
|
|
2021
Q4 | $602K | Buy |
3,640
+386
| +12% | +$63.8K | 0.4% | 50 |
|
|
2021
Q3 | $559K | Buy |
3,254
+375
| +13% | +$64.4K | 0.43% | 50 |
|
|
2021
Q2 | $494K | Sell |
2,879
-1,168
| -29% | -$200K | 0.39% | 50 |
|
|
2021
Q1 | $637K | Sell |
4,047
-1,196
| -23% | -$188K | 0.54% | 36 |
|
|
2020
Q4 | $808K | Buy |
5,243
+1,528
| +41% | +$235K | 0.66% | 32 |
|
|
2020
Q3 | $443K | Buy |
3,715
+1,123
| +43% | +$134K | 0.39% | 36 |
|
|
2020
Q2 | $289K | Buy |
+2,592
| New | +$289K | 0.29% | 41 |
|