TCWP’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
Q4 | – | Sell |
-3,445
| Closed | -$409K | – | 296 |
|
2022
Q3 | $409K | Sell |
3,445
-185
| -5% | -$22K | 0.09% | 162 |
|
2022
Q2 | $461K | Sell |
3,630
-2,647
| -42% | -$336K | 0.1% | 150 |
|
2022
Q1 | $997K | Buy |
6,277
+1,662
| +36% | +$264K | 0.18% | 106 |
|
2021
Q4 | $802K | Buy |
+4,615
| New | +$802K | 0.16% | 116 |
|