True Link 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,404
| Closed | -$230K | – | 108 |
|
|
2023
Q3 | $230K | Buy |
1,404
+145
| +12% | +$23.8K | 0.03% | 101 |
|
|
2023
Q2 | $219K | Buy |
+1,259
| New | +$219K | 0.03% | 111 |
|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$209K | – | 288 |
|
|
2021
Q4 | $209K | Hold |
1,200
| – | – | 0.03% | 237 |
|
|
2021
Q3 | $179K | Hold |
1,200
| – | – | 0.02% | 248 |
|
|
2021
Q2 | $177K | Hold |
1,200
| – | – | 0.03% | 218 |
|
|
2021
Q1 | $159K | Hold |
1,200
| – | – | 0.02% | 289 |
|
|
2020
Q4 | $156K | Buy |
+1,200
| New | +$156K | 0.02% | 310 |
|