Atherton Lane Advisers’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
Q4 | $327K | Buy |
7,628
+100
| +1% | +$4.29K | 0.02% | 172 |
|
|
2015
Q3 | $297K | Buy |
7,528
+900
| +14% | +$35.5K | 0.02% | 180 |
|
|
2015
Q2 | $274K | Hold |
6,628
| – | – | 0.02% | 195 |
|
|
2015
Q1 | $275K | Sell |
6,628
-1,210
| -15% | -$50.2K | 0.01% | 227 |
|
|
2014
Q4 | $324K | Buy |
7,838
+557
| +8% | +$23K | 0.02% | 218 |
|
|
2014
Q3 | $291K | Buy |
7,281
+150
| +2% | +$6K | 0.02% | 218 |
|
|
2014
Q2 | $273K | Buy |
7,131
+5
| +0.1% | +$191 | 0.02% | 230 |
|
|
2014
Q1 | $259K | Buy |
7,126
+206
| +3% | +$7.49K | 0.02% | 135 |
|
|
2013
Q4 | $247K | Buy |
+6,920
| New | +$247K | 0.02% | 133 |
|