Integrated 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
Q4 | – | Sell |
-855
| Closed | -$41K | – | 1024 |
|
|
2016
Q3 | $41K | Hold |
855
| – | – | 0.01% | 449 |
|
|
2016
Q2 | $37K | Sell |
855
-351
| -29% | -$15.2K | 0.01% | 463 |
|
|
2016
Q1 | $53K | Sell |
1,206
-63
| -5% | -$2.77K | 0.02% | 371 |
|
|
2015
Q4 | $54K | Buy |
1,269
+354
| +39% | +$15.1K | 0.02% | 379 |
|
|
2015
Q3 | $36K | Sell |
915
-203
| -18% | -$7.99K | 0.02% | 442 |
|
|
2015
Q2 | $46K | Buy |
1,118
+204
| +22% | +$8.39K | 0.02% | 419 |
|
|
2015
Q1 | $37K | Buy |
+914
| New | +$37K | 0.02% | 443 |
|