Wealth 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
Q3 | $1.35M | Buy |
8,247
+12
| +0.1% | +$1.97K | 0.61% | 23 |
|
|
2023
Q2 | $1.43M | Sell |
8,235
-49
| -0.6% | -$8.53K | 0.61% | 23 |
|
|
2023
Q1 | $1.22M | Sell |
8,284
-74
| -0.9% | -$10.9K | 0.58% | 27 |
|
|
2022
Q4 | $1.04M | Sell |
8,358
-118
| -1% | -$14.7K | 0.55% | 27 |
|
|
2022
Q3 | $1.01M | Buy |
8,476
+868
| +11% | +$103K | 0.51% | 27 |
|
|
2022
Q2 | $967K | Sell |
7,608
-5,228
| -41% | -$664K | 0.47% | 27 |
|
|
2022
Q1 | $2.04M | Buy |
12,836
+810
| +7% | +$129K | 0.74% | 23 |
|
|
2021
Q4 | $2.09M | Sell |
12,026
-765
| -6% | -$133K | 0.73% | 23 |
|
|
2021
Q3 | $1.89M | Hold |
12,791
| – | – | 0.74% | 23 |
|
|
2021
Q2 | $1.95M | Sell |
12,791
-821
| -6% | -$125K | 0.71% | 23 |
|
|
2021
Q1 | $1.92M | Sell |
13,612
-2,707
| -17% | -$381K | 0.76% | 23 |
|
|
2020
Q4 | $2.12M | Buy |
16,319
+963
| +6% | +$125K | 0.94% | 21 |
|
|
2020
Q3 | $1.82M | Buy |
15,356
+6,971
| +83% | +$825K | 0.85% | 22 |
|
|
2020
Q2 | $898K | Buy |
8,385
+585
| +8% | +$62.7K | 0.48% | 26 |
|
|
2020
Q1 | $687K | Buy |
+7,800
| New | +$687K | 0.45% | 27 |
|