WealthOne’s SPDR S&P Software & Services ETF XSW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-2,163
Closed -$371K 139
2021
Q3
$371K Sell
2,163
-78
-3% -$13.4K 0.14% 82
2021
Q2
$384K Sell
2,241
-868
-28% -$149K 0.15% 78
2021
Q1
$490K Buy
+3,109
New +$490K 0.21% 68