Braver Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-11,485
| Closed | -$475K | – | 98 |
|
|
2014
Q4 | $475K | Sell |
11,485
-18,017
| -61% | -$745K | 0.1% | 67 |
|
|
2014
Q3 | $1.18M | Sell |
29,502
-9,258
| -24% | -$369K | 0.35% | 50 |
|
|
2014
Q2 | $1.49M | Buy |
+38,760
| New | +$1.49M | 0.38% | 45 |
|
|
2013
Q3 | – | Sell |
-7,126
| Closed | -$218K | – | 80 |
|
|
2013
Q2 | $218K | Buy |
+7,126
| New | +$218K | 0.1% | 63 |
|