WealthShield Partners’s SPDR NYSE Technology ETF XNTK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-56
| Closed | -$6.79K | – | 507 |
|
|
2023
Q1 | $6.79K | Buy |
+56
| New | +$6.79K | ﹤0.01% | 450 |
|
|
2021
Q2 | – | Sell |
-56
| Closed | -$8K | – | 1176 |
|
|
2021
Q1 | $8K | Buy |
+56
| New | +$8K | ﹤0.01% | 867 |
|
|
2020
Q4 | – | Sell |
-79
| Closed | -$9K | – | 432 |
|
|
2020
Q3 | $9K | Sell |
79
-119
| -60% | -$13.6K | ﹤0.01% | 353 |
|
|
2020
Q2 | $20K | Hold |
198
| – | – | 0.01% | 279 |
|
|
2020
Q1 | $15K | Sell |
198
-865
| -81% | -$65.5K | 0.01% | 217 |
|
|
2019
Q4 | $87K | Buy |
1,063
+60
| +6% | +$4.91K | 0.04% | 195 |
|
|
2019
Q3 | $73K | Buy |
+1,003
| New | +$73K | 0.04% | 189 |
|
|
2019
Q2 | – | Sell |
-918
| Closed | -$65K | – | 286 |
|
|
2019
Q1 | $65K | Buy |
918
+47
| +5% | +$3.33K | 0.04% | 182 |
|
|
2018
Q4 | $52K | Buy |
871
+863
| +10,788% | +$51.5K | 0.04% | 161 |
|
|
2018
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 255 |
|
|
2018
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 240 |
|
|
2018
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 234 |
|