Resurgent 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
Q1 | – | Sell |
-320
| Closed | -$61.6K | – | 493 |
|
|
2023
Q4 | $61.6K | Sell |
320
-7
| -2% | -$1.35K | 0.04% | 299 |
|
|
2023
Q3 | $53.6K | Sell |
327
-28
| -8% | -$4.59K | 0.04% | 309 |
|
|
2023
Q2 | $61.7K | Sell |
355
-252
| -42% | -$43.8K | 0.04% | 302 |
|
|
2023
Q1 | $91.7K | Sell |
607
-25
| -4% | -$3.78K | 0.06% | 240 |
|
|
2022
Q4 | $78.6K | Buy |
+632
| New | +$78.6K | 0.04% | 343 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 205 |
|