Stanford Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-978
| Closed | -$47K | – | 316 |
|
|
2016
Q4 | $47K | Hold |
978
| – | – | 0.02% | 149 |
|
|
2016
Q3 | $47K | Hold |
978
| – | – | 0.02% | 158 |
|
|
2016
Q2 | $42K | Hold |
978
| – | – | 0.02% | 160 |
|
|
2016
Q1 | $43K | Hold |
978
| – | – | 0.02% | 151 |
|
|
2015
Q4 | $42K | Buy |
978
+418
| +75% | +$18K | 0.02% | 138 |
|
|
2015
Q3 | $22K | Hold |
560
| – | – | 0.02% | 214 |
|
|
2015
Q2 | $23K | Hold |
560
| – | – | 0.02% | 216 |
|
|
2015
Q1 | $23K | Hold |
560
| – | – | 0.02% | 215 |
|
|
2014
Q4 | $23K | Buy |
+560
| New | +$23K | 0.02% | 213 |
|