Geneos Wealth Management’s SPDR S&P Telecom ETF XTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-11,822
| Closed | -$958K | – | 2127 |
|
|
2023
Q1 | $958K | Buy |
+11,822
| New | +$958K | 0.06% | 297 |
|
|
2021
Q4 | – | Sell |
-6,056
| Closed | -$582K | – | 2891 |
|
|
2021
Q3 | $582K | Buy |
+6,056
| New | +$582K | 0.02% | 533 |
|
|
2017
Q4 | – | Sell |
-80
| Closed | -$5K | – | 2224 |
|
|
2017
Q3 | $5K | Hold |
80
| – | – | ﹤0.01% | 1776 |
|
|
2017
Q2 | $5K | Hold |
80
| – | – | ﹤0.01% | 1738 |
|
|
2017
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 1698 |
|
|
2016
Q4 | $5K | Buy |
+80
| New | +$5K | ﹤0.01% | 1657 |
|