NewFocus Financial Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | 
        
          
          
            Change in  Stake  | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 
        
          
      
        2020
         Q4  | $6.46M | Sell | 
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| 
        
          
      
        2020
         Q3  | $6.09M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q2  | $5.89M | Sell | 
         | 
    |||||
| 
        
          
      
        2020
         Q1  | $4.71M | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q4  | $5.67M | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q3  | $5.05M | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q2  | $4.93M | Sell | 
         | 
    |||||
| 
        
          
      
        2019
         Q1  | $4.7M | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q4  | $3.97M | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q3  | $4.84M | Hold | 
         | 
    |||||
| 
        
          
      
        2018
         Q2  | $4.46M | Sell | 
         | 
    |||||
| 
        
          
      
        2018
         Q1  | $4.25M | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q4  | $4.18M | Hold | 
         | 
    |||||
| 
        
          
      
        2017
         Q3  | $3.86M | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q2  | $3.74M | Sell | 
         | 
    |||||
| 
        
          
      
        2017
         Q1  | $3.71M | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q4  | $3.37M | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q3  | $3.41M | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q2  | $3.14M | Sell | 
         | 
    |||||
| 
        
          
      
        2016
         Q1  | $5.62M | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q4  | $5.19M | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q3  | $4.68M | Buy | 
         | 
    |||||
| 
        
          
      
        2015
         Q2  | $4.85M | Sell | 
         | 
    |||||
| 
        
          
      
        2015
         Q1  | $5.11M | Buy | 
         | 
    |||||
| 
        
          
      
        2014
         Q4  | $4.85M | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q3  | $4.71M | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q2  | $4.84M | Sell | 
         | 
    |||||
| 
        
          
      
        2014
         Q1  | $4.87M | Sell | 
         | 
    |||||
| 
        
          
      
        2013
         Q4  | $4.93M | Buy | 
         |