HCIA
Hochman Cole Investment Advisors’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $18.5M | Sell |
123,832
-487
| -0.4% | -$72.7K | 7.24% | 1 |
|
|
2021
Q2 | $18.4M | Sell |
124,319
-5,513
| -4% | -$814K | 7.33% | 1 |
|
|
2021
Q1 | $17.2M | Sell |
129,832
-6,708
| -5% | -$891K | 7.24% | 1 |
|
|
2020
Q4 | $17.8M | Sell |
136,540
-2,027
| -1% | -$264K | 7.65% | 1 |
|
|
2020
Q3 | $16.2M | Buy |
138,567
+2,015
| +1% | +$235K | 7.96% | 1 |
|
|
2020
Q2 | $14.3M | Buy |
136,552
+1,890
| +1% | +$197K | 7.87% | 1 |
|
|
2020
Q1 | $10.8M | Sell |
134,662
-4,051
| -3% | -$326K | 7.43% | 2 |
|
|
2019
Q4 | $12.7M | Sell |
138,713
-7,250
| -5% | -$665K | 6.93% | 2 |
|
|
2019
Q3 | $11.8M | Sell |
145,963
-12,735
| -8% | -$1.03M | 7.34% | 2 |
|
|
2019
Q2 | $12.4M | Sell |
158,698
-2,282
| -1% | -$178K | 7.39% | 3 |
|
|
2019
Q1 | $11.9M | Sell |
160,980
-1,101
| -0.7% | -$81.5K | 7.1% | 3 |
|
|
2018
Q4 | $10M | Sell |
162,081
-1,431
| -0.9% | -$88.7K | 6.91% | 2 |
|
|
2018
Q3 | $12.3M | Sell |
163,512
-95
| -0.1% | -$7.16K | 7.67% | 2 |
|
|
2018
Q2 | $11.4M | Sell |
163,607
-4,230
| -3% | -$294K | 7.47% | 2 |
|
|
2018
Q1 | $11M | Sell |
167,837
-4,927
| -3% | -$322K | 7.66% | 2 |
|
|
2017
Q4 | $11M | Sell |
172,764
-3,750
| -2% | -$240K | 6.96% | 2 |
|
|
2017
Q3 | $10.4M | Buy |
176,514
+122
| +0.1% | +$7.21K | 6.83% | 2 |
|
|
2017
Q2 | $9.65M | Buy |
176,392
+7,900
| +5% | +$432K | 6.68% | 2 |
|
|
2017
Q1 | $8.98M | Sell |
168,492
-4,256
| -2% | -$227K | 6.52% | 2 |
|
|
2016
Q4 | $8.35M | Buy |
172,748
+1,426
| +0.8% | +$69K | 6.05% | 3 |
|
|
2016
Q3 | $8.19M | Buy |
171,322
+3,988
| +2% | +$191K | 6.1% | 2 |
|
|
2016
Q2 | $7.26M | Buy |
167,334
+1,181
| +0.7% | +$51.2K | 5.95% | 3 |
|
|
2016
Q1 | $7.37M | Buy |
166,153
+2,670
| +2% | +$118K | 6.28% | 2 |
|
|
2015
Q4 | $7M | Buy |
+163,483
| New | +$7M | 5.94% | 2 |
|