Reilly Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $502K | Buy |
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|
2021
Q3 | $408K | Hold |
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|
2021
Q2 | $403K | Hold |
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|
2021
Q1 | $363K | Hold |
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|
2020
Q4 | $355K | Buy |
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|
2020
Q3 | $249K | Hold |
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|
2020
Q2 | $223K | Hold |
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|
2020
Q1 | $171K | Hold |
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|
2019
Q4 | $195K | Buy |
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|
2019
Q3 | $149K | Sell |
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|
2019
Q2 | $152K | Buy |
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|
2019
Q1 | $141K | Hold |
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|
2018
Q4 | $118K | Hold |
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|
2018
Q3 | $144K | Hold |
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|
2018
Q2 | $133K | Hold |
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|
2018
Q1 | $125K | Buy |
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|
2017
Q4 | $119K | Buy |
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|
2017
Q3 | $84K | Buy |
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|
2017
Q2 | $73K | Buy |
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|
2017
Q1 | $27K | Hold |
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|
2016
Q4 | $24K | Hold |
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|
2016
Q3 | $24K | Hold |
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|
2016
Q2 | $22K | Hold |
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|
2016
Q1 | $22K | Hold |
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|
2015
Q4 | $21K | Sell |
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|
2015
Q3 | $36K | Hold |
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|
2015
Q2 | $37K | Sell |
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|
2015
Q1 | $59K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $16K | Buy |
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|
2013
Q4 | $3K | Buy |
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