Patriot 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
2018
Q3
Sell
-297,011
Closed -$20.6M 86
2018
Q2
$20.6M Buy
297,011
+7,860
+3% +$546K 2.83% 6
2018
Q1
$18.9M Buy
289,151
+126,903
+78% +$8.3M 2.69% 6
2017
Q4
$10.4M Sell
162,248
-50,595
-24% -$3.24M 1.47% 19
2017
Q3
$12.6M Buy
+212,843
New +$12.6M 2.04% 9