Appropriate Balance Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | $114K | Buy |
6,752
+755
| +13% | +$12.8K | 5.68% | 7 |
|
|
2017
Q2 | $110K | Buy |
5,997
+12
| +0.2% | +$219 | 5.56% | 7 |
|
|
2017
Q1 | $112K | Sell |
5,985
-101,631
| -94% | -$1.91M | 5.62% | 7 |
|
|
2016
Q4 | $5.2M | Buy |
107,616
+1,166
| +1% | +$56.4K | 3.19% | 10 |
|
|
2016
Q3 | $5.09M | Sell |
106,450
-1,373
| -1% | -$65.6K | 3.26% | 10 |
|
|
2016
Q2 | $4.68M | Buy |
+107,823
| New | +$4.68M | 3.09% | 10 |
|