SFA
Source Financial Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.02M | Sell |
4,515
-237
| -5% | -$53.5K | 0.3% | 42 |
|
|
2024
Q2 | $1.08M | Sell |
4,752
-170
| -3% | -$38.5K | 0.33% | 42 |
|
|
2024
Q1 | $1.03M | Sell |
4,922
-2,994
| -38% | -$624K | 0.31% | 42 |
|
|
2023
Q4 | $1.52M | Buy |
7,916
+21
| +0.3% | +$4.04K | 0.47% | 39 |
|
|
2023
Q3 | $1.29M | Sell |
7,895
-1,291
| -14% | -$212K | 0.44% | 43 |
|
|
2023
Q2 | $1.6M | Sell |
9,186
-588
| -6% | -$102K | 0.52% | 37 |
|
|
2023
Q1 | $1.48M | Sell |
9,774
-268
| -3% | -$40.5K | 0.49% | 38 |
|
|
2022
Q4 | $1.25M | Sell |
10,042
-139
| -1% | -$17.3K | 0.47% | 40 |
|
|
2022
Q3 | $1.21M | Sell |
10,181
-1,050
| -9% | -$125K | 0.48% | 44 |
|
|
2022
Q2 | $1.43M | Sell |
11,231
-303
| -3% | -$38.5K | 0.56% | 42 |
|
|
2022
Q1 | $1.83M | Sell |
11,534
-722
| -6% | -$115K | 0.54% | 35 |
|
|
2021
Q4 | $2.13M | Buy |
12,256
+19
| +0.2% | +$3.3K | 0.58% | 38 |
|
|
2021
Q3 | $1.83M | Sell |
12,237
-321
| -3% | -$47.9K | 0.47% | 38 |
|
|
2021
Q2 | $1.85M | Sell |
12,558
-7
| -0.1% | -$1.03K | 0.48% | 36 |
|
|
2021
Q1 | $1.67M | Buy |
12,565
+47
| +0.4% | +$6.24K | 0.45% | 38 |
|
|
2020
Q4 | $1.63M | Buy |
+12,518
| New | +$1.63M | 0.44% | 34 |
|