Berman Capital Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $219K | Hold |
|
|||||
|
2021
Q2 | $217K | Hold |
|
|||||
|
2021
Q1 | $195K | Hold |
|
|||||
|
2020
Q4 | $191K | Hold |
|
|||||
|
2020
Q3 | $171K | Hold |
|
|||||
|
2020
Q2 | $153K | Hold |
|
|||||
|
2020
Q1 | $118K | Sell |
|
|||||
|
2019
Q4 | $134K | Buy |
|
|||||
|
2019
Q3 | $118K | Hold |
|
|||||
|
2019
Q2 | $114K | Hold |
|
|||||
|
2019
Q1 | $108K | Hold |
|
|||||
|
2018
Q4 | $91K | Buy |
|