Independence Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $286K | Sell |
2,453
-120
| -5% | -$14K | 0.06% | 74 |
|
|
2020
Q2 | $269K | Sell |
2,573
-82
| -3% | -$8.57K | 0.06% | 74 |
|
|
2020
Q1 | $213K | Sell |
2,655
-265
| -9% | -$21.3K | 0.06% | 76 |
|
|
2019
Q4 | $268K | Sell |
2,920
-434
| -13% | -$39.8K | 0.06% | 78 |
|
|
2019
Q3 | $270K | Buy |
3,354
+620
| +23% | +$49.9K | 0.07% | 77 |
|
|
2019
Q2 | $213K | Hold |
2,734
| – | – | 0.05% | 94 |
|
|
2019
Q1 | $202K | Buy |
+2,734
| New | +$202K | 0.06% | 92 |
|
|
2018
Q4 | – | Sell |
-2,665
| Closed | -$201K | – | 96 |
|
|
2018
Q3 | $201K | Buy |
+2,665
| New | +$201K | 0.06% | 88 |
|