WealthSource Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.87M | Sell |
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|
2023
Q2 | $2.12M | Sell |
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|
2023
Q1 | $2.15M | Buy |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.35M | Sell |
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|
2022
Q2 | $1.58M | Sell |
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|
2022
Q1 | $3.16M | Buy |
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|
2021
Q4 | $1.51M | Sell |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1M | Buy |
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|
2020
Q4 | $933K | Sell |
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|
2020
Q3 | $932K | Sell |
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|
2020
Q2 | $852K | Buy |
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|
2020
Q1 | $641K | Sell |
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|
2019
Q4 | $1.02M | Sell |
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|
2019
Q3 | $946K | Sell |
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|
2019
Q2 | $1.4M | Buy |
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|
2019
Q1 | $386K | Buy |
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|
2018
Q4 | $258K | Sell |
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|
2018
Q3 | $370K | Buy |
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|
2018
Q2 | $258K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6.11M | Buy |
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|
2017
Q3 | $2.86M | Sell |
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|
2017
Q2 | $2.67M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $517K | Sell |
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|
2016
Q2 | $660K | Buy |
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|
2016
Q1 | $663K | Buy |
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