Squar Milner Financial Services’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 |
-1,250
| Closed | -$100K | – | 763 |
|
|
2020
Q1 | $100K | Sell |
1,250
-5
| -0.4% | -$400 | 0.06% | 263 |
|
|
2019
Q4 | $115K | Sell |
1,255
-612
| -33% | -$56.1K | 0.06% | 299 |
|
|
2019
Q3 | $218K | Sell |
1,867
-623
| -25% | -$72.7K | 0.11% | 197 |
|
|
2019
Q2 | $194K | Buy |
2,490
+1,240
| +99% | +$96.6K | 0.13% | 170 |
|
|
2019
Q1 | $92K | Sell |
1,250
-1,130
| -47% | -$83.2K | 0.07% | 266 |
|
|
2018
Q4 | $148K | Buy |
2,380
+1,130
| +90% | +$70.3K | 0.14% | 170 |
|
|
2018
Q3 | $94K | Buy |
1,250
+452
| +57% | +$34K | 0.08% | 248 |
|
|
2018
Q2 | $55K | Buy |
+798
| New | +$55K | 0.05% | 317 |
|