LGWM
Litman Gregory Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8
| Closed | -$1K | – | 240 |
|
|
2019
Q2 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 238 |
|
|
2018
Q4 | – | Sell |
-120
| Closed | -$9K | – | 157 |
|
|
2018
Q3 | $9K | Hold |
120
| – | – | ﹤0.01% | 90 |
|
|
2018
Q2 | $8K | Hold |
120
| – | – | ﹤0.01% | 79 |
|
|
2018
Q1 | $8K | Buy |
+120
| New | +$8K | ﹤0.01% | 142 |
|