Strategic Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
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|
2015
Q4 | $5.23M | Hold |
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|
2015
Q3 | $4.82M | Buy |
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|
2015
Q2 | $4.25M | Buy |
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|
2015
Q1 | $4.22M | Sell |
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|
2014
Q4 | $4.22M | Buy |
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|
2014
Q3 | $795K | Sell |
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|
2014
Q2 | $1M | Buy |
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|
2014
Q1 | $891K | Buy |
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|
2013
Q4 | $870K | Buy |
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|
2013
Q3 | $772K | Hold |
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|
2013
Q2 | $737K | Buy |
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