SWS Partners’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
2024
Q3
Sell
-283
Closed -$64K 303
2024
Q2
$64K Buy
+283
New +$64K 0.02% 149
2018
Q2
Sell
-466
Closed -$30K 328
2018
Q1
$30K Hold
466
0.02% 184
2017
Q4
$30K Buy
+466
New +$30K 0.02% 191