Tempus Wealth Planning’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
Q2 | – | Sell |
-1,883
| Closed | -$299K | – | 146 |
|
|
2022
Q1 | $299K | Sell |
1,883
-916
| -33% | -$145K | 0.21% | 108 |
|
|
2021
Q4 | $487K | Sell |
2,799
-178
| -6% | -$31K | 0.26% | 96 |
|
|
2021
Q3 | $445K | Sell |
2,977
-127
| -4% | -$19K | 0.25% | 99 |
|
|
2021
Q2 | $458K | Buy |
3,104
+663
| +27% | +$97.8K | 0.3% | 92 |
|
|
2021
Q1 | $324K | Buy |
2,441
+651
| +36% | +$86.4K | 0.34% | 78 |
|
|
2020
Q4 | $233K | Buy |
+1,790
| New | +$233K | 0.3% | 65 |
|