Emery Howard Portfolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.25M | Buy |
7,189
+12
| +0.2% | +$2.09K | 0.16% | 23 |
|
|
2021
Q3 | $1.07M | Buy |
7,177
+406
| +6% | +$60.6K | 0.16% | 22 |
|
|
2021
Q2 | $1M | Buy |
6,771
+11
| +0.2% | +$1.63K | 0.15% | 22 |
|
|
2021
Q1 | $898K | Buy |
6,760
+4,872
| +258% | +$647K | 0.15% | 21 |
|
|
2020
Q4 | $245K | Sell |
1,888
-1,124
| -37% | -$146K | 0.04% | 33 |
|
|
2020
Q3 | $352K | Buy |
3,012
+6
| +0.2% | +$701 | 0.07% | 28 |
|
|
2020
Q2 | $314K | Buy |
3,006
+167
| +6% | +$17.4K | 0.07% | 29 |
|
|
2020
Q1 | $228K | Buy |
2,839
+12
| +0.4% | +$964 | 0.06% | 31 |
|
|
2019
Q4 | $259K | Buy |
2,827
+225
| +9% | +$20.6K | 0.05% | 32 |
|
|
2019
Q3 | $210K | Sell |
2,602
-483
| -16% | -$39K | 0.04% | 33 |
|
|
2019
Q2 | $241K | Buy |
3,085
+11
| +0.4% | +$859 | 0.05% | 32 |
|
|
2019
Q1 | $227K | Buy |
+3,074
| New | +$227K | 0.05% | 33 |
|
|
2018
Q4 | – | Sell |
-3,123
| Closed | -$235K | – | 34 |
|
|
2018
Q3 | $235K | Sell |
3,123
-591
| -16% | -$44.5K | 0.05% | 33 |
|
|
2018
Q2 | $258K | Buy |
+3,714
| New | +$258K | 0.06% | 33 |
|