Jacobus Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$417K Sell
14,120
-3,480
-20% -$100K 0.11% 118
2017
Q2
$482K Hold
17,600
0.13% 109
2017
Q1
$469K Hold
17,600
0.13% 109
2016
Q4
$426K Hold
17,600
0.12% 114
2016
Q3
$420K Hold
17,600
0.12% 120
2016
Q2
$382K Hold
17,600
0.12% 123
2016
Q1
$390K Hold
17,600
0.11% 143
2015
Q4
$377K Hold
17,600
0.11% 146
2015
Q3
$348K Hold
17,600
0.1% 152
2015
Q2
$364K Hold
17,600
0.09% 157
2015
Q1
$365K Hold
17,600
0.09% 153
2014
Q4
$364K Hold
17,600
0.09% 150
2014
Q3
$351K Hold
17,600
0.1% 158
2014
Q2
$337K Hold
17,600
0.09% 175
2014
Q1
$320K Hold
17,600
0.08% 183
2013
Q4
$315K Hold
17,600
0.09% 169
2013
Q3
$282K Hold
17,600
0.1% 145
2013
Q2
$269K Buy
+17,600
New +$272K 0.1% 145

Other funds holding XLK