Stokes Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,404
| Closed | -$230K | – | 347 |
|
|
2023
Q3 | $230K | Hold |
1,404
| – | – | 0.03% | 285 |
|
|
2023
Q2 | $244K | Buy |
1,404
+36
| +3% | +$6.26K | 0.03% | 269 |
|
|
2023
Q1 | $207K | Buy |
+1,368
| New | +$207K | 0.03% | 271 |
|
|
2022
Q2 | – | Sell |
-1,368
| Closed | -$217K | – | 292 |
|
|
2022
Q1 | $217K | Hold |
1,368
| – | – | 0.03% | 237 |
|
|
2021
Q4 | $238K | Hold |
1,368
| – | – | 0.03% | 221 |
|
|
2021
Q3 | $204K | Hold |
1,368
| – | – | 0.03% | 219 |
|
|
2021
Q2 | $202K | Buy |
+1,368
| New | +$202K | 0.03% | 210 |
|