Tilia Fiduciary 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-270
| Closed | -$46.9K | – | 513 |
|
|
2023
Q2 | $46.9K | Hold |
270
| – | – | 0.04% | 224 |
|
|
2023
Q1 | $40.8K | Hold |
270
| – | – | 0.04% | 231 |
|
|
2022
Q4 | $33.6K | Hold |
270
| – | – | 0.03% | 239 |
|
|
2022
Q3 | $32K | Hold |
270
| – | – | 0.03% | 237 |
|
|
2022
Q2 | $35K | Hold |
270
| – | – | 0.03% | 242 |
|
|
2022
Q1 | $43K | Sell |
270
-7
| -3% | -$1.12K | 0.04% | 237 |
|
|
2021
Q4 | $48K | Buy |
+277
| New | +$48K | 0.04% | 231 |
|