Westshore Wealth’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
Q2 | – | Sell |
-6,700
| Closed | -$1.07M | – | 114 |
|
|
2022
Q1 | $1.07M | Sell |
6,700
-100
| -1% | -$15.9K | 0.72% | 18 |
|
|
2021
Q4 | $1.18M | Sell |
6,800
-100
| -1% | -$17.4K | 0.81% | 17 |
|
|
2021
Q3 | $1.03M | Sell |
6,900
-1,061
| -13% | -$158K | 0.83% | 19 |
|
|
2021
Q2 | $1.18M | Buy |
7,961
+1,900
| +31% | +$281K | 0.6% | 30 |
|
|
2021
Q1 | $805K | Buy |
+6,061
| New | +$805K | 0.46% | 37 |
|