Taylor Hoffman 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 | – | Sell |
-900
| Closed | -$94K | – | 377 |
|
|
2020
Q2 | $94K | Buy |
+900
| New | +$94K | 0.06% | 152 |
|
|
2020
Q1 | – | Sell |
-900
| Closed | -$83K | – | 399 |
|
|
2019
Q4 | $83K | Hold |
900
| – | – | 0.05% | 179 |
|
|
2019
Q3 | $72K | Hold |
900
| – | – | 0.05% | 182 |
|
|
2019
Q2 | $70K | Hold |
900
| – | – | 0.06% | 175 |
|
|
2019
Q1 | $67K | Hold |
900
| – | – | 0.05% | 172 |
|
|
2018
Q4 | $56K | Hold |
900
| – | – | 0.05% | 169 |
|
|
2018
Q3 | $68K | Hold |
900
| – | – | 0.05% | 157 |
|
|
2018
Q2 | $63K | Hold |
900
| – | – | 0.05% | 158 |
|
|
2018
Q1 | $59K | Hold |
900
| – | – | 0.05% | 173 |
|
|
2017
Q4 | $58K | Buy |
+900
| New | +$58K | 0.06% | 177 |
|