Alpha Omega Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-1,422
Closed -$42K 476
2017
Q3
$42K Buy
+1,422
New +$41K 0.02% 235

Other funds holding XLK

Alpha Omega Wealth Management's XLK Position: Q4 2017 in Review

Alpha Omega Wealth Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q4 2017, closing a stake of 1,422 shares — an estimated $42K sold.

Alpha Omega Wealth Management first reported a position in XLK in Q3 2017 and held it in 1 quarter. The position peaked at $42K in Q3 2017. 805 funds tracked by Wall St. Rank hold XLK as of Q4 2017.

  • Alpha Omega Wealth Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q4 2017 after selling out during the quarter.
  • Alpha Omega Wealth Management sold 1,422 State Street Technology Select Sector SPDR ETF shares in Q4 2017, an estimated $42K.
  • Alpha Omega Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2017 and held it in 1 quarter.
  • Alpha Omega Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $42K in Q3 2017.
  • 805 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q4 2017.

Based on Alpha Omega Wealth Management's 13F filing for Q4 2017, filed 6 Feb 2018.