WR Wealth Planners’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 | $304K | Hold |
1,307
| – | – | 0.1% | 129 |
|
|
2024
Q3 | $295K | Hold |
1,307
| – | – | 0.08% | 149 |
|
|
2024
Q2 | $296K | Sell |
1,307
-65
| -5% | -$14.7K | 0.09% | 131 |
|
|
2024
Q1 | $286K | Sell |
1,372
-104
| -7% | -$21.7K | 0.09% | 137 |
|
|
2023
Q4 | $284K | Sell |
1,476
-165
| -10% | -$31.8K | 0.11% | 146 |
|
|
2023
Q3 | $269K | Buy |
1,641
+165
| +11% | +$27K | 0.1% | 143 |
|
|
2023
Q2 | $257K | Buy |
1,476
+1,190
| +416% | +$207K | 0.1% | 145 |
|
|
2023
Q1 | $43.2K | Buy |
286
+221
| +340% | +$33.4K | 0.02% | 337 |
|
|
2022
Q4 | $8.09K | Hold |
65
| – | – | 0.01% | 287 |
|
|
2022
Q3 | $7.72K | Hold |
65
| – | – | 0.01% | 279 |
|
|
2022
Q2 | $8.26K | Hold |
65
| – | – | 0.01% | 302 |
|
|
2022
Q1 | $10.3K | Buy |
+65
| New | +$10.3K | 0.01% | 294 |
|