Nelson Capital Management’s SPDR S&P Telecom ETF XTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-50
| Closed | -$3K | – | 347 |
|
|
2019
Q2 | $3K | Hold |
50
| – | – | ﹤0.01% | 264 |
|
|
2019
Q1 | $4K | Hold |
50
| – | – | ﹤0.01% | 239 |
|
|
2018
Q4 | $3K | Hold |
50
| – | – | ﹤0.01% | 253 |
|
|
2018
Q3 | $4K | Sell |
50
-250
| -83% | -$20K | ﹤0.01% | 237 |
|
|
2018
Q2 | $22K | Sell |
300
-260
| -46% | -$19.1K | 0.01% | 169 |
|
|
2018
Q1 | $39K | Sell |
560
-570
| -50% | -$39.7K | 0.01% | 143 |
|
|
2017
Q4 | $77K | Sell |
1,130
-480
| -30% | -$32.7K | 0.02% | 115 |
|
|
2017
Q3 | $112K | Buy |
+1,610
| New | +$112K | 0.04% | 101 |
|