Avidian Wealth Enterprises’s SPDR S&P Telecom ETF XTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-8,954
| Closed | -$683K | – | 122 |
|
|
2018
Q3 | $683K | Sell |
8,954
-435
| -5% | -$33.2K | 0.21% | 45 |
|
|
2018
Q2 | $679K | Buy |
9,389
+2,726
| +41% | +$197K | 0.21% | 42 |
|
|
2018
Q1 | $459K | Sell |
6,663
-54
| -0.8% | -$3.72K | 0.15% | 55 |
|
|
2017
Q4 | $459 | Sell |
6,717
-76
| -1% | -$5 | 0.12% | 55 |
|
|
2017
Q3 | $474K | Buy |
6,793
+1,684
| +33% | +$118K | 0.18% | 45 |
|
|
2017
Q2 | $361K | Buy |
5,109
+546
| +12% | +$38.6K | 0.15% | 55 |
|
|
2017
Q1 | $324K | Buy |
4,563
+1,187
| +35% | +$84.3K | 0.12% | 58 |
|
|
2016
Q4 | $234K | Buy |
3,376
+211
| +7% | +$14.6K | 0.1% | 71 |
|
|
2016
Q3 | $208K | Buy |
+3,165
| New | +$208K | 0.08% | 70 |
|
|
2016
Q2 | – | Sell |
-16,467
| Closed | -$940K | – | 95 |
|
|
2016
Q1 | $940K | Buy |
16,467
+11,857
| +257% | +$677K | 0.5% | 18 |
|
|
2015
Q4 | $259K | Buy |
+4,610
| New | +$259K | 0.13% | 31 |
|