Geneos Wealth Management’s SPDR S&P Software & Services ETF XSW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-103
| Closed | -$12K | – | 3019 |
|
|
2020
Q3 | $12K | Hold |
103
| – | – | ﹤0.01% | 1894 |
|
|
2020
Q2 | $11K | Hold |
103
| – | – | ﹤0.01% | 1898 |
|
|
2020
Q1 | $8K | Hold |
103
| – | – | ﹤0.01% | 1911 |
|
|
2019
Q4 | $10K | Hold |
103
| – | – | ﹤0.01% | 1989 |
|
|
2019
Q3 | $9K | Hold |
103
| – | – | ﹤0.01% | 1942 |
|
|
2019
Q2 | $9K | Hold |
103
| – | – | ﹤0.01% | 1953 |
|
|
2019
Q1 | $9K | Hold |
103
| – | – | ﹤0.01% | 1883 |
|
|
2018
Q4 | $7K | Hold |
103
| – | – | ﹤0.01% | 1908 |
|
|
2018
Q3 | $9K | Hold |
103
| – | – | ﹤0.01% | 1896 |
|
|
2018
Q2 | $8K | Hold |
103
| – | – | ﹤0.01% | 1811 |
|
|
2018
Q1 | $7K | Hold |
103
| – | – | ﹤0.01% | 1787 |
|
|
2017
Q4 | $7K | Hold |
103
| – | – | ﹤0.01% | 1755 |
|
|
2017
Q3 | $6K | Hold |
103
| – | – | ﹤0.01% | 1731 |
|
|
2017
Q2 | $6K | Hold |
103
| – | – | ﹤0.01% | 1696 |
|
|
2017
Q1 | $6K | Hold |
103
| – | – | ﹤0.01% | 1660 |
|
|
2016
Q4 | $5K | Buy |
+103
| New | +$5K | ﹤0.01% | 1656 |
|