Stonebridge Financial Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-300
| Closed | -$47K | – | 372 |
|
|
2021
Q4 | $47K | Hold |
300
| – | – | 0.02% | 223 |
|
|
2021
Q3 | $49K | Hold |
300
| – | – | 0.02% | 223 |
|
|
2021
Q2 | $45K | Hold |
300
| – | – | 0.02% | 220 |
|
|
2021
Q1 | $42K | Hold |
300
| – | – | 0.02% | 228 |
|
|
2020
Q4 | $39K | Hold |
300
| – | – | 0.02% | 221 |
|
|
2020
Q3 | $36K | Hold |
300
| – | – | 0.03% | 216 |
|
|
2020
Q2 | $32K | Hold |
300
| – | – | 0.03% | 214 |
|
|
2020
Q1 | $26K | Hold |
300
| – | – | 0.03% | 219 |
|
|
2019
Q4 | $28K | Buy |
+300
| New | +$28K | 0.03% | 212 |
|