BDO Wealth Advisors’s SPDR FactSet Innovative Technology ETF XITK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,471
| Closed | -$531K | – | 1275 |
|
|
2020
Q4 | $531K | Sell |
2,471
-430
| -15% | -$92.4K | 0.07% | 141 |
|
|
2020
Q3 | $490K | Hold |
2,901
| – | – | 0.08% | 130 |
|
|
2020
Q2 | $422K | Sell |
2,901
-25
| -0.9% | -$3.64K | 0.07% | 136 |
|
|
2020
Q1 | $289K | Hold |
2,926
| – | – | 0.06% | 170 |
|
|
2019
Q4 | $331K | Hold |
2,926
| – | – | 0.09% | 137 |
|
|
2019
Q3 | $292K | Hold |
2,926
| – | – | 0.07% | 155 |
|
|
2019
Q2 | $309K | Buy |
+2,926
| New | +$309K | 0.08% | 141 |
|