TrinityPoint Wealth’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $259K | Sell |
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|
2024
Q3 | $236K | Hold |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $249K | Hold |
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|
2023
Q3 | $210K | Sell |
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $610K | Buy |
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|
2021
Q3 | $619K | Buy |
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