SFG
Steward Financial Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $319K | Hold |
1,952
| – | – | 0.1% | 56 |
|
|
2023
Q2 | $339K | Hold |
1,952
| – | – | 0.11% | 47 |
|
|
2023
Q1 | $294K | Hold |
1,952
| – | – | 0.1% | 34 |
|
|
2022
Q4 | $242K | Hold |
1,952
| – | – | 0.12% | 34 |
|
|
2022
Q3 | $231K | Hold |
1,952
| – | – | 0.17% | 43 |
|
|
2022
Q2 | $248K | Hold |
1,952
| – | – | 0.21% | 32 |
|
|
2022
Q1 | $310K | Hold |
1,952
| – | – | 0.28% | 24 |
|
|
2021
Q4 | $339K | Buy |
+1,952
| New | +$339K | 0.31% | 20 |
|