PRW 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 | $1.39M | Buy |
+8,513
| New | +$1.39M | 0.53% | 30 |
|
|
2023
Q2 | – | Sell |
-5,530
| Closed | -$834K | – | 123 |
|
|
2023
Q1 | $834K | Buy |
+5,530
| New | +$834K | 0.33% | 40 |
|
|
2022
Q4 | – | Sell |
-10,838
| Closed | -$1.29M | – | 106 |
|
|
2022
Q3 | $1.29M | Buy |
10,838
+4,422
| +69% | +$525K | 0.61% | 28 |
|
|
2022
Q2 | $816K | Sell |
6,416
-2,220
| -26% | -$282K | 0.48% | 36 |
|
|
2022
Q1 | $1.37M | Buy |
8,636
+1,821
| +27% | +$290K | 0.61% | 38 |
|
|
2021
Q4 | $1.18M | Buy |
6,815
+43
| +0.6% | +$7.47K | 0.55% | 32 |
|
|
2021
Q3 | $1M | Buy |
+6,772
| New | +$1M | 0.5% | 34 |
|
|
2019
Q2 | – | Sell |
-887
| Closed | -$66K | – | 691 |
|
|
2019
Q1 | $66K | Hold |
887
| – | – | 0.06% | 115 |
|
|
2018
Q4 | $55K | Buy |
+887
| New | +$55K | 0.07% | 127 |
|