Source Financial Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $1.08M | Sell |
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|
2024
Q1 | $1.03M | Sell |
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|
2023
Q4 | $1.52M | Buy |
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|
2023
Q3 | $1.29M | Sell |
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|
2023
Q2 | $1.6M | Sell |
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|
2023
Q1 | $1.48M | Sell |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.83M | Sell |
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|
2021
Q4 | $2.13M | Buy |
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|
2021
Q3 | $1.83M | Sell |
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|
2021
Q2 | $1.85M | Sell |
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|
2021
Q1 | $1.67M | Buy |
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|
2020
Q4 | $1.63M | Buy |
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