SageGuard Financial Group’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
2021
Q3
$363K Sell
2,432
-27,225
-92% -$4.06M 5.7% 5
2021
Q2
$4.38M Buy
29,657
+4,859
+20% +$717K 1.99% 14
2021
Q1
$3.3M Sell
24,798
-371
-1% -$49.3K 1.53% 16
2020
Q4
$3.28M Buy
+25,169
New +$3.28M 1.58% 14