Gupta 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
2016
Q1
$100K Sell
2,265
-3,383
-60% -$149K 0.02% 327
2015
Q4
$242K Buy
5,648
+2,496
+79% +$107K 0.06% 225
2015
Q3
$125K Sell
3,152
-3,629
-54% -$144K 0.03% 314
2015
Q2
$281K Buy
6,781
+331
+5% +$13.7K 0.07% 209
2015
Q1
$267K Buy
+6,450
New +$267K 0.08% 187