Epstein & White Financial’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 | – | Sell |
-3,420
| Closed | -$212K | – | 92 |
|
|
2018
Q4 | $212K | Sell |
3,420
-3,753
| -52% | -$233K | 0.13% | 79 |
|
|
2018
Q3 | $535K | Sell |
7,173
-1,713
| -19% | -$128K | 0.35% | 31 |
|
|
2018
Q2 | $619K | Sell |
8,886
-228
| -3% | -$15.9K | 0.46% | 33 |
|
|
2018
Q1 | $591K | Buy |
9,114
+63
| +0.7% | +$4.09K | 0.38% | 42 |
|
|
2017
Q4 | $607K | Buy |
+9,051
| New | +$607K | 0.35% | 44 |
|