Sunflower Bank 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
2020
Q3
$1.32M Sell
11,306
-735
-6% -$85.7K 0.44% 33
2020
Q2
$1.26M Sell
12,041
-32
-0.3% -$3.34K 0.42% 35
2020
Q1
$970K Hold
12,073
0.37% 42
2019
Q4
$1.11M Buy
12,073
+284
+2% +$26K 0.34% 46
2019
Q3
$949K Sell
11,789
-25
-0.2% -$2.01K 0.3% 53
2019
Q2
$922K Sell
11,814
-62,730
-84% -$4.9M 0.3% 50
2019
Q1
$5.52M Buy
74,544
+60,600
+435% +$4.48M 1.66% 12
2018
Q4
$864K Sell
13,944
-131,380
-90% -$8.14M 0.28% 56
2018
Q3
$10.9M Sell
145,324
-3,366
-2% -$254K 3.08% 5
2018
Q2
$10.3M Sell
148,690
-1,345
-0.9% -$93.4K 3.02% 6
2018
Q1
$9.82M Buy
150,035
+1,835
+1% +$120K 2.71% 7
2017
Q4
$9.48M Buy
148,200
+59,701
+67% +$3.82M 2.55% 7
2017
Q3
$5.23M Buy
88,499
+1,865
+2% +$110K 1.89% 9
2017
Q2
$4.74M Sell
86,634
-5,464
-6% -$299K 1.61% 12
2017
Q1
$4.91M Buy
92,098
+32,979
+56% +$1.76M 1.67% 11
2016
Q4
$2.86M Buy
59,119
+36,872
+166% +$1.78M 1.02% 20
2016
Q3
$1.06M Sell
22,247
-109,980
-83% -$5.26M 0.39% 42
2016
Q2
$5.73M Buy
132,227
+758
+0.6% +$32.9K 2.01% 10
2016
Q1
$5.83M Sell
131,469
-6,430
-5% -$285K 2.08% 9
2015
Q4
$5.91M Buy
137,899
+32,371
+31% +$1.39M 2.07% 9
2015
Q3
$4.17M Sell
105,528
-75,249
-42% -$2.97M 1.52% 16
2015
Q2
$7.48M Buy
180,777
+3,477
+2% +$144K 2.55% 7
2015
Q1
$7.35M Sell
177,300
-2,828
-2% -$117K 2.41% 7
2014
Q4
$7.45M Buy
180,128
+3,263
+2% +$135K 2.37% 7
2014
Q3
$7.06M Buy
176,865
+86,872
+97% +$3.47M 2.41% 8
2014
Q2
$3.45M Buy
89,993
+9,411
+12% +$361K 1.4% 15
2014
Q1
$2.93M Buy
80,582
+73,419
+1,025% +$2.67M 1.42% 15
2013
Q4
$256K Buy
7,163
+360
+5% +$12.9K 0.13% 78
2013
Q3
$218K Sell
6,803
-49,935
-88% -$1.6M 0.12% 83
2013
Q2
$1.74M Buy
+56,738
New +$1.74M 0.94% 21