Lee Financial Group Hawaii’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,660
| Closed | -$1.13M | – | 43 |
|
|
2020
Q4 | $1.13M | Buy |
8,660
+1,393
| +19% | +$181K | 0.95% | 19 |
|
|
2020
Q3 | $848K | Sell |
7,267
-49,645
| -87% | -$5.79M | 0.7% | 25 |
|
|
2020
Q2 | $5.95M | Sell |
56,912
-200
| -0.4% | -$20.9K | 5.12% | 5 |
|
|
2020
Q1 | $4.59M | Sell |
57,112
-879
| -2% | -$70.6K | 5.26% | 7 |
|
|
2019
Q4 | $5.32M | Buy |
57,991
+24,549
| +73% | +$2.25M | 4.2% | 7 |
|
|
2019
Q3 | $2.69M | Sell |
33,442
-26,184
| -44% | -$2.11M | 2.4% | 16 |
|
|
2019
Q2 | $4.65M | Buy |
59,626
+55,312
| +1,282% | +$4.32M | 3.98% | 8 |
|
|
2019
Q1 | $319K | Buy |
+4,314
| New | +$319K | 0.3% | 28 |
|