Teamwork Financial Advisors’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
Q4 | – | Sell |
-6,064
| Closed | -$1.37M | – | 184 |
|
|
2024
Q3 | $1.37M | Buy |
6,064
+119
| +2% | +$26.9K | 0.19% | 66 |
|
|
2024
Q2 | $1.35M | Buy |
5,945
+1,552
| +35% | +$351K | 0.2% | 66 |
|
|
2024
Q1 | $915K | Sell |
4,393
-188
| -4% | -$39.2K | 0.14% | 79 |
|
|
2023
Q4 | $882K | Sell |
4,581
-389
| -8% | -$74.9K | 0.15% | 72 |
|
|
2023
Q3 | $815K | Buy |
4,970
+861
| +21% | +$141K | 0.13% | 100 |
|
|
2023
Q2 | $714K | Buy |
+4,109
| New | +$714K | 0.12% | 101 |
|