Wealth Alliance Advisory Group’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 |
-1,655
| Closed | -$288K | – | 176 |
|
|
2021
Q4 | $288K | Sell |
1,655
-415
| -20% | -$72.2K | 0.13% | 125 |
|
|
2021
Q3 | $309K | Buy |
2,070
+4
| +0.2% | +$597 | 0.15% | 104 |
|
|
2021
Q2 | $305K | Buy |
2,066
+500
| +32% | +$73.8K | 0.15% | 110 |
|
|
2021
Q1 | $208K | Buy |
1,566
+20
| +1% | +$2.66K | 0.11% | 141 |
|
|
2020
Q4 | $201K | Buy |
+1,546
| New | +$201K | 0.11% | 139 |
|