Aevitas Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-604
| Closed | -$44K | – | 361 |
|
|
2019
Q1 | $44K | Sell |
604
-513
| -46% | -$37.4K | 0.04% | 198 |
|
|
2018
Q4 | $69K | Buy |
1,117
+3
| +0.3% | +$185 | 0.07% | 150 |
|
|
2018
Q3 | $84K | Buy |
1,114
+1
| +0.1% | +$75 | 0.08% | 156 |
|
|
2018
Q2 | $77K | Buy |
1,113
+2
| +0.2% | +$138 | 0.08% | 155 |
|
|
2018
Q1 | $73K | Buy |
1,111
+2
| +0.2% | +$131 | 0.07% | 155 |
|
|
2017
Q4 | $71K | Buy |
+1,109
| New | +$71K | 0.07% | 163 |
|