Woodward Diversified Capital’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
Q1 | – | Sell |
-2,673
| Closed | -$465K | – | 205 |
|
|
2021
Q4 | $465K | Sell |
2,673
-1,455
| -35% | -$253K | 0.27% | 93 |
|
|
2021
Q3 | $616K | Buy |
4,128
+2,168
| +111% | +$324K | 0.39% | 76 |
|
|
2021
Q2 | $289K | Hold |
1,960
| – | – | 0.17% | 147 |
|
|
2021
Q1 | $260K | Hold |
1,960
| – | – | 0.15% | 155 |
|
|
2020
Q4 | $255K | Buy |
+1,960
| New | +$255K | 0.17% | 129 |
|