SLFPAM
St. Louis Financial Planners Asset Management’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 | – | Sell |
-17,658
| Closed | -$4.03M | – | 43 |
|
|
2024
Q2 | $4.03M | Buy |
17,658
+1,016
| +6% | +$232K | 3.46% | 6 |
|
|
2024
Q1 | $3.45M | Buy |
16,642
+144
| +0.9% | +$29.9K | 3.11% | 7 |
|
|
2023
Q4 | $3.18M | Sell |
16,498
-1,688
| -9% | -$325K | 2.96% | 7 |
|
|
2023
Q3 | $3M | Sell |
18,186
-188
| -1% | -$31K | 2.4% | 6 |
|
|
2023
Q2 | $3.19M | Sell |
18,374
-165
| -0.9% | -$28.7K | 3.2% | 6 |
|
|
2023
Q1 | $2.8M | Buy |
+18,539
| New | +$2.8M | 3.18% | 5 |
|