Rational 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
Q4 | – | Sell |
-6,841
| Closed | -$1.54M | – | 184 |
|
|
2024
Q3 | $1.54M | Buy |
6,841
+3,539
| +107% | +$799K | 0.15% | 71 |
|
|
2024
Q2 | $747K | Sell |
3,302
-207
| -6% | -$46.8K | 0.07% | 78 |
|
|
2024
Q1 | $731K | Sell |
3,509
-1,439
| -29% | -$300K | 0.07% | 88 |
|
|
2023
Q4 | $952K | Sell |
4,948
-7,265
| -59% | -$1.4M | 0.1% | 75 |
|
|
2023
Q3 | $2M | Buy |
12,213
+2,605
| +27% | +$427K | 0.18% | 61 |
|
|
2023
Q2 | $1.67M | Buy |
+9,608
| New | +$1.67M | 0.14% | 68 |
|
|
2019
Q4 | – | Sell |
-37,591
| Closed | -$3.03M | – | 582 |
|
|
2019
Q3 | $3.03M | Buy |
+37,591
| New | +$3.03M | 1.17% | 14 |
|