Tiedemann Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1,650
| Closed | -$243K | – | 365 |
|
|
2021
Q2 | $243K | Hold |
1,650
| – | – | 0.01% | 325 |
|
|
2021
Q1 | $219K | Hold |
1,650
| – | – | 0.01% | 301 |
|
|
2020
Q4 | $215K | Buy |
+1,650
| New | +$215K | 0.01% | 293 |
|
|
2019
Q3 | – | Sell |
-2,561
| Closed | -$200K | – | 319 |
|
|
2019
Q2 | $200K | Sell |
2,561
-7,183
| -74% | -$561K | 0.01% | 285 |
|
|
2019
Q1 | $721K | Hold |
9,744
| – | – | 0.03% | 260 |
|
|
2018
Q4 | $604K | Buy |
9,744
+6,572
| +207% | +$407K | 0.03% | 267 |
|
|
2018
Q3 | $239K | Hold |
3,172
| – | – | 0.01% | 278 |
|
|
2018
Q2 | $220K | Buy |
+3,172
| New | +$220K | 0.01% | 280 |
|