Hefty Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-50,750
| Closed | -$3.25M | – | 283 |
|
|
2017
Q4 | $3.25M | Buy |
50,750
+8,724
| +21% | +$558K | 2.01% | 15 |
|
|
2017
Q3 | $2.48M | Buy |
42,026
+41,974
| +80,719% | +$2.48M | 1.64% | 23 |
|
|
2017
Q2 | $2K | Sell |
52
-44,250
| -100% | -$1.7M | ﹤0.01% | 231 |
|
|
2017
Q1 | $2.36M | Buy |
+44,302
| New | +$2.36M | 1.72% | 21 |
|
|
2016
Q3 | – | Sell |
-51,235
| Closed | -$2.22M | – | 258 |
|
|
2016
Q2 | $2.22M | Buy |
+51,235
| New | +$2.22M | 1.83% | 15 |
|
|
2016
Q1 | – | Sell |
-29,594
| Closed | -$1.27M | – | 236 |
|
|
2015
Q4 | $1.27M | Buy |
+29,594
| New | +$1.27M | 1.21% | 25 |
|