IRON Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-86,793
| Closed | -$3.6M | – | 81 |
|
|
2015
Q1 | $3.6M | Buy |
86,793
+45,383
| +110% | +$1.88M | 2.81% | 15 |
|
|
2014
Q4 | $17.1K | Buy |
+41,410
| New | +$17.1K | 1.73% | 17 |
|
|
2014
Q3 | – | Sell |
-48,396
| Closed | -$1.86M | – | 82 |
|
|
2014
Q2 | $1.86M | Sell |
48,396
-51,361
| -51% | -$1.97M | 1.64% | 17 |
|
|
2014
Q1 | $3.63M | Buy |
99,757
+826
| +0.8% | +$30K | 2.76% | 16 |
|
|
2013
Q4 | $3.54M | Buy |
+98,931
| New | +$3.54M | 3.61% | 13 |
|