Berman Capital Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $219K | Hold |
1,469
| – | – | 0.03% | 248 |
|
|
2021
Q2 | $217K | Hold |
1,469
| – | – | 0.03% | 221 |
|
|
2021
Q1 | $195K | Hold |
1,469
| – | – | 0.04% | 191 |
|
|
2020
Q4 | $191K | Hold |
1,469
| – | – | 0.05% | 171 |
|
|
2020
Q3 | $171K | Hold |
1,469
| – | – | 0.05% | 163 |
|
|
2020
Q2 | $153K | Hold |
1,469
| – | – | 0.04% | 171 |
|
|
2020
Q1 | $118K | Sell |
1,469
-1
| -0.1% | -$80 | 0.04% | 175 |
|
|
2019
Q4 | $134K | Buy |
1,470
+1
| +0.1% | +$91 | 0.04% | 183 |
|
|
2019
Q3 | $118K | Hold |
1,469
| – | – | 0.04% | 192 |
|
|
2019
Q2 | $114K | Hold |
1,469
| – | – | 0.04% | 193 |
|
|
2019
Q1 | $108K | Hold |
1,469
| – | – | 0.04% | 186 |
|
|
2018
Q4 | $91K | Buy |
+1,469
| New | +$91K | 0.04% | 189 |
|