UFA
US Financial Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-902
| Closed | -$204K | – | 92 |
|
|
2024
Q3 | $204K | Buy |
+902
| New | +$204K | 0.06% | 86 |
|
|
2021
Q2 | – | Sell |
-6,160
| Closed | -$818K | – | 143 |
|
|
2021
Q1 | $818K | Buy |
6,160
+1
| +0% | +$133 | 0.23% | 61 |
|
|
2020
Q4 | $801K | Buy |
+6,159
| New | +$801K | 0.24% | 54 |
|
|
2015
Q1 | – | Sell |
-66
| Closed | -$3K | – | 396 |
|
|
2014
Q4 | $3K | Buy |
+66
| New | +$3K | ﹤0.01% | 315 |
|