Wellington Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $296K | Buy |
+1,236
| New | +$296K | 0.27% | 52 |
|
|
2024
Q3 | – | Sell |
-1,376
| Closed | -$311K | – | 101 |
|
|
2024
Q2 | $311K | Buy |
+1,376
| New | +$311K | 1.31% | 20 |
|
|
2024
Q1 | – | Sell |
-1,304
| Closed | -$251K | – | 183 |
|
|
2023
Q4 | $251K | Buy |
+1,304
| New | +$251K | 0.21% | 74 |
|
|
2020
Q4 | $251K | Buy |
+1,304
| New | +$251K | 0.21% | 74 |
|