DPA
Delphi Private Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $127K | Buy |
1,628
+1,228
| +307% | +$95.8K | 0.65% | 7 |
|
|
2019
Q1 | $30K | Sell |
400
-215
| -35% | -$16.1K | 0.16% | 14 |
|
|
2018
Q4 | $38K | Hold |
615
| – | – | 0.21% | 18 |
|
|
2018
Q3 | $46K | Sell |
615
-24
| -4% | -$1.8K | 0.16% | 33 |
|
|
2018
Q2 | $44K | Hold |
639
| – | – | 0.15% | 40 |
|
|
2018
Q1 | $42K | Sell |
639
-247
| -28% | -$16.2K | 0.17% | 39 |
|
|
2017
Q4 | $57K | Hold |
886
| – | – | 0.14% | 71 |
|
|
2017
Q3 | $52K | Hold |
886
| – | – | 0.15% | 30 |
|
|
2017
Q2 | $48K | Hold |
886
| – | – | 0.1% | 39 |
|
|
2017
Q1 | $47K | Sell |
886
-353
| -28% | -$18.7K | 0.09% | 36 |
|
|
2016
Q4 | $60K | Buy |
1,239
+713
| +136% | +$34.5K | 0.11% | 38 |
|
|
2016
Q3 | $25K | Hold |
526
| – | – | 0.04% | 57 |
|
|
2016
Q2 | $23K | Hold |
526
| – | – | 0.04% | 79 |
|
|
2016
Q1 | $23K | Hold |
526
| – | – | 0.04% | 90 |
|
|
2015
Q4 | $23K | Buy |
+526
| New | +$23K | 0.04% | 98 |
|