BCWM
XLKS

Bartlett & Co Wealth Management’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History

Bartlett & Co Wealth Management’s Portfolio XLKS Stock Details XLKS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-65
Closed -$4.61K – 906
2020
Q1 		$4.61K Hold
65
– – ﹤0.01% 728
2019
Q4 		$6.24K Hold
65
– – ﹤0.01% 752
2019
Q3 		$5.58K Buy
+65
New +$5.58K ﹤0.01% 770

Other funds holding XLKS

HIM
Harbour Investment Management Edmonds, Washington $194M AUM 15.93% 1-Year Est. Return

Bartlett & Co Wealth Management's XLKS Position: Q2 2020 in Review

Bartlett & Co Wealth Management sold out of POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO (XLKS) in Q2 2020, closing a stake of 65 shares — an estimated $4.61K sold.

Bartlett & Co Wealth Management first reported a position in XLKS in Q3 2019 and held it in 3 quarters. The position peaked at $6.24K in Q4 2019. 1 fund tracked by Wall St. Rank holds XLKS as of Q2 2020.

  • Bartlett & Co Wealth Management reported no remaining POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position as of Q2 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 65 POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO shares in Q2 2020, an estimated $4.61K.
  • Bartlett & Co Wealth Management first reported a position in POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO in Q3 2019 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO position peaked at $6.24K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO as of Q2 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2020, filed 13 Feb 2024.