Clear Perspective 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
Q4 | $309K | Hold |
1,780
| – | – | 0.09% | 136 |
|
|
2021
Q3 | $266K | Hold |
1,780
| – | – | 0.09% | 135 |
|
|
2021
Q2 | $263K | Sell |
1,780
-163
| -8% | -$24.1K | 0.09% | 138 |
|
|
2021
Q1 | $258K | Hold |
1,943
| – | – | 0.1% | 133 |
|
|
2020
Q4 | $253K | Hold |
1,943
| – | – | 0.1% | 127 |
|
|
2020
Q3 | $645 | Sell |
1,943
-30
| -2% | -$10 | 0.3% | 61 |
|
|
2020
Q2 | $206K | Buy |
+1,973
| New | +$206K | 0.11% | 118 |
|
|
2018
Q3 | – | Sell |
-2,513
| Closed | -$175K | – | 453 |
|
|
2018
Q2 | $175K | Sell |
2,513
-275
| -10% | -$19.2K | 0.12% | 144 |
|
|
2018
Q1 | $182K | Buy |
2,788
+285
| +11% | +$18.6K | 0.14% | 138 |
|
|
2017
Q4 | $160K | Sell |
2,503
-310
| -11% | -$19.8K | 0.12% | 155 |
|
|
2017
Q3 | $166K | Sell |
2,813
-190
| -6% | -$11.2K | 0.14% | 140 |
|
|
2017
Q2 | $164K | Hold |
3,003
| – | – | 0.14% | 134 |
|
|
2017
Q1 | $160K | Sell |
3,003
-100
| -3% | -$5.33K | 0.11% | 132 |
|
|
2016
Q4 | $150K | Buy |
+3,103
| New | +$150K | 0.1% | 138 |
|