Bartlett & Co’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-65
| Closed | -$5K | – | 901 |
|
|
2020
Q1 | $5K | Buy |
+65
| New | +$5K | ﹤0.01% | 730 |
|
|
2019
Q3 | $6K | Buy |
+65
| New | +$6K | ﹤0.01% | 769 |
|
|
2016
Q1 | – | Sell |
-1,040
| Closed | -$54K | – | 777 |
|
|
2015
Q4 | $54K | Buy |
1,040
+786
| +309% | +$40.8K | ﹤0.01% | 415 |
|
|
2015
Q3 | $12K | Buy |
+254
| New | +$12K | ﹤0.01% | 594 |
|