American Economic Planning Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-3,994
| Closed | -$301K | – | 86 |
|
|
2018
Q3 | $301K | Sell |
3,994
-470
| -11% | -$35.4K | 0.11% | 51 |
|
|
2018
Q2 | $310K | Buy |
4,464
+15
| +0.3% | +$1.04K | 0.11% | 55 |
|
|
2018
Q1 | $291K | Sell |
4,449
-111
| -2% | -$7.26K | 0.11% | 66 |
|
|
2017
Q4 | $292K | Buy |
4,560
+16
| +0.4% | +$1.03K | 0.11% | 64 |
|
|
2017
Q3 | $269K | Buy |
4,544
+17
| +0.4% | +$1.01K | 0.1% | 60 |
|
|
2017
Q2 | $248K | Sell |
4,527
-339
| -7% | -$18.6K | 0.1% | 64 |
|
|
2017
Q1 | $259K | Buy |
4,866
+19
| +0.4% | +$1.01K | 0.1% | 61 |
|
|
2016
Q4 | $234K | Sell |
4,847
-1,565
| -24% | -$75.6K | 0.1% | 50 |
|
|
2016
Q3 | $306K | Buy |
6,412
+1,623
| +34% | +$77.5K | 0.12% | 43 |
|
|
2016
Q2 | $208K | Buy |
4,789
+24
| +0.5% | +$1.04K | 0.08% | 56 |
|
|
2016
Q1 | $211K | Buy |
4,765
+24
| +0.5% | +$1.06K | 0.09% | 53 |
|
|
2015
Q4 | $203K | Buy |
+4,741
| New | +$203K | 0.08% | 49 |
|