MinichMacGregor Wealth Management’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
Q2 | – | Sell |
-15,448
| Closed | -$1.34M | – | 123 |
|
|
2020
Q1 | $1.34M | Buy |
+15,448
| New | +$1.34M | 1.21% | 14 |
|
|
2019
Q1 | – | Sell |
-50,538
| Closed | -$2.99M | – | 122 |
|
|
2018
Q4 | $2.99M | Buy |
+50,538
| New | +$2.99M | 2.04% | 11 |
|
|
2017
Q3 | – | Sell |
-400
| Closed | -$21K | – | 542 |
|
|
2017
Q2 | $21K | Buy |
+400
| New | +$21K | 0.02% | 189 |
|