Aris Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-5,106
| Closed | -$211K | – | 501 |
|
|
2015
Q2 | $211K | Buy |
5,106
+743
| +17% | +$30.7K | 0.19% | 100 |
|
|
2015
Q1 | $181K | Sell |
4,363
-608
| -12% | -$25.2K | 0.17% | 103 |
|
|
2014
Q4 | $206K | Sell |
4,971
-2,638
| -35% | -$109K | 0.23% | 103 |
|
|
2014
Q3 | $304K | Sell |
7,609
-1,300
| -15% | -$51.9K | 0.38% | 82 |
|
|
2014
Q2 | $342K | Buy |
+8,909
| New | +$342K | 0.45% | 79 |
|