Kays Financial Advisory’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 | $14.9M | Sell |
128,004
-35,379
| -22% | -$4.13M | 2.39% | 13 |
|
|
2020
Q2 | $17.1M | Buy |
163,383
+1,304
| +0.8% | +$136K | 2.97% | 10 |
|
|
2020
Q1 | $13M | Sell |
162,079
-35
| -0% | -$2.81K | 2.67% | 12 |
|
|
2019
Q4 | $14.9M | Sell |
162,114
-1,335
| -0.8% | -$122K | 2.61% | 12 |
|
|
2019
Q3 | $13.2M | Sell |
163,449
-602
| -0.4% | -$48.5K | 2.41% | 14 |
|
|
2019
Q2 | $12.8M | Buy |
164,051
+2,656
| +2% | +$207K | 2.34% | 14 |
|
|
2019
Q1 | $11.9M | Buy |
161,395
+31,472
| +24% | +$2.33M | 2.31% | 14 |
|
|
2018
Q4 | $8.05M | Sell |
129,923
-18,450
| -12% | -$1.14M | 1.83% | 16 |
|
|
2018
Q3 | $11.2M | Buy |
148,373
+1,047
| +0.7% | +$78.9K | 2.38% | 15 |
|
|
2018
Q2 | $10.2M | Buy |
+147,326
| New | +$10.2M | 2.24% | 16 |
|