LifePlan Financial Group’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 | $299K | Hold |
2,559
| – | – | 0.13% | 105 |
|
|
2020
Q2 | $267K | Buy |
2,559
+450
| +21% | +$47K | 0.12% | 109 |
|
|
2020
Q1 | $170K | Buy |
2,109
+783
| +59% | +$63.1K | 0.09% | 124 |
|
|
2019
Q4 | $122K | Hold |
1,326
| – | – | 0.05% | 169 |
|
|
2019
Q3 | $107K | Buy |
1,326
+33
| +3% | +$2.66K | 0.05% | 176 |
|
|
2019
Q2 | $101K | Buy |
1,293
+379
| +41% | +$29.6K | 0.05% | 176 |
|
|
2019
Q1 | $68K | Hold |
914
| – | – | 0.04% | 214 |
|
|
2018
Q4 | $57K | Hold |
914
| – | – | 0.04% | 218 |
|
|
2018
Q3 | $69K | Hold |
914
| – | – | 0.04% | 222 |
|
|
2018
Q2 | $63K | Hold |
914
| – | – | 0.04% | 219 |
|
|
2018
Q1 | $60K | Buy |
+914
| New | +$60K | 0.04% | 210 |
|
|
2014
Q2 | – | Sell |
-1,049
| Closed | -$38K | – | 230 |
|
|
2014
Q1 | $38K | Buy |
1,049
+875
| +503% | +$31.7K | 0.03% | 125 |
|
|
2013
Q4 | $6K | Sell |
174
-145
| -45% | -$5K | ﹤0.01% | 190 |
|
|
2013
Q3 | $10K | Hold |
319
| – | – | 0.01% | 151 |
|
|
2013
Q2 | $10K | Buy |
+319
| New | +$10K | 0.01% | 119 |
|