Catamount 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $503K | Sell |
6,799
-252
| -4% | -$18.6K | 0.29% | 30 |
|
|
2018
Q4 | $467K | Sell |
7,051
-120
| -2% | -$7.95K | 0.32% | 23 |
|
|
2018
Q3 | $540K | Buy |
7,171
+380
| +6% | +$28.6K | 0.26% | 29 |
|
|
2018
Q2 | $496K | Sell |
6,791
-80
| -1% | -$5.84K | 0.24% | 29 |
|
|
2018
Q1 | $449K | Sell |
6,871
-159
| -2% | -$10.4K | 0.24% | 30 |
|
|
2017
Q4 | $450K | Sell |
7,030
-25
| -0.4% | -$1.6K | 0.25% | 29 |
|
|
2017
Q3 | $417K | Sell |
7,055
-255
| -3% | -$15.1K | 0.24% | 29 |
|
|
2017
Q2 | $400K | Buy |
+7,310
| New | +$400K | 0.24% | 32 |
|