Vigilare Wealth Management’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
Q2 | – | Sell |
-1,325
| Closed | -$211K | – | 152 |
|
2022
Q1 | $211K | Sell |
1,325
-9
| -0.7% | -$1.43K | 0.17% | 132 |
|
2021
Q4 | $232K | Buy |
+1,334
| New | +$232K | 0.14% | 161 |
|
2021
Q3 | – | Sell |
-1,930
| Closed | -$285K | – | 220 |
|
2021
Q2 | $285K | Sell |
1,930
-44
| -2% | -$6.5K | 0.17% | 152 |
|
2021
Q1 | $262K | Sell |
1,974
-482
| -20% | -$64K | 0.19% | 148 |
|
2020
Q4 | $319K | Sell |
2,456
-471
| -16% | -$61.2K | 0.3% | 82 |
|
2020
Q3 | $342K | Sell |
2,927
-167
| -5% | -$19.5K | 0.36% | 67 |
|
2020
Q2 | $323K | Sell |
3,094
-226
| -7% | -$23.6K | 0.33% | 67 |
|
2020
Q1 | $267K | Buy |
+3,320
| New | +$267K | 0.32% | 82 |
|