Dynasty 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
2018
Q4
Sell
-42,693
Closed -$3.22M 111
2018
Q3
$3.22M Sell
42,693
-297
-0.7% -$22.4K 4.14% 4
2018
Q2
$2.99M Buy
42,990
+10,171
+31% +$707K 6.18% 3
2018
Q1
$2.15M Buy
32,819
+6,288
+24% +$411K 0.9% 4
2017
Q4
$1.7M Buy
+26,531
New +$1.7M 2.93% 6