Signify Wealth’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 |
-2,176
| Closed | -$419K | – | 33 |
|
|
2023
Q4 | $419K | Buy |
+2,176
| New | +$419K | 0.63% | 25 |
|
|
2023
Q2 | – | Sell |
-26,213
| Closed | -$3.96M | – | 32 |
|
|
2023
Q1 | $3.96M | Buy |
26,213
+24,261
| +1,243% | +$3.66M | 3.5% | 9 |
|
|
2022
Q4 | $243K | Sell |
1,952
-4,184
| -68% | -$521K | 0.21% | 29 |
|
|
2022
Q3 | $729K | Buy |
+6,136
| New | +$729K | 0.78% | 20 |
|
|
2022
Q1 | – | Sell |
-2,554
| Closed | -$444K | – | 31 |
|
|
2021
Q4 | $444K | Buy |
+2,554
| New | +$444K | 0.28% | 17 |
|