Sanctuary 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
Q4 | – | Sell |
-58
| Closed | -$9.53K | – | 296 |
|
|
2023
Q3 | $9.53K | Buy |
+58
| New | +$9.53K | 0.01% | 140 |
|
|
2021
Q1 | – | Sell |
-3,330
| Closed | -$433K | – | 40 |
|
|
2020
Q4 | $433K | Hold |
3,330
| – | – | 0.53% | 25 |
|
|
2020
Q3 | $389K | Hold |
3,330
| – | – | 0.38% | 22 |
|
|
2020
Q2 | $348K | Hold |
3,330
| – | – | 0.37% | 23 |
|
|
2020
Q1 | $268K | Hold |
3,330
| – | – | 0.35% | 15 |
|
|
2019
Q4 | $305K | Hold |
3,330
| – | – | 0.34% | 15 |
|
|
2019
Q3 | $268K | Hold |
3,330
| – | – | 0.27% | 18 |
|
|
2019
Q2 | $260K | Sell |
3,330
-68
| -2% | -$5.31K | 0.24% | 23 |
|
|
2019
Q1 | $211K | Hold |
3,398
| – | – | 0.22% | 19 |
|
|
2018
Q4 | $211K | Sell |
3,398
-65
| -2% | -$4.04K | 0.22% | 19 |
|
|
2018
Q3 | $261K | Buy |
+3,463
| New | +$261K | 0.23% | 16 |
|