AWM
XLKS
Affinity Wealth Management’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $18.7M | Buy |
237,166
+1,399
| +0.6% | +$111K | 11.48% | 3 |
|
|
2017
Q2 | $17.4M | Buy |
235,767
+3,038
| +1% | +$225K | 11.05% | 3 |
|
|
2017
Q1 | $17M | Buy |
232,729
+2,522
| +1% | +$184K | 9.49% | 4 |
|
|
2016
Q4 | $16M | Buy |
230,207
+14,521
| +7% | +$1.01M | 9.07% | 4 |
|
|
2016
Q3 | $13.7M | Buy |
+215,686
| New | +$13.7M | 8.9% | 5 |
|