Valtinson Bruner Financial 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
Q1
Sell
-14,737
Closed -$2.56M 103
2021
Q4
$2.56M Buy
14,737
+246
+2% +$42.8K 1.4% 24
2021
Q3
$2.3M Buy
+14,491
New +$2.3M 1.26% 24