TW
Transform Wealth’s SPDR S&P Telecom ETF XTL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-20,484
| Closed | -$1.48M | – | 222 |
|
|
2018
Q2 | $1.48M | Buy |
20,484
+1,583
| +8% | +$114K | 0.27% | 108 |
|
|
2018
Q1 | $1.3M | Buy |
18,901
+507
| +3% | +$34.9K | 0.25% | 124 |
|
|
2017
Q4 | $1.26M | Buy |
18,394
+846
| +5% | +$57.8K | 0.23% | 136 |
|
|
2017
Q3 | $1.22M | Buy |
+17,548
| New | +$1.22M | 0.43% | 91 |
|
|
2017
Q2 | – | Sell |
-15,082
| Closed | -$1.07M | – | 202 |
|
|
2017
Q1 | $1.07M | Buy |
15,082
+1,384
| +10% | +$98.2K | 0.4% | 89 |
|
|
2016
Q4 | $950K | Buy |
+13,698
| New | +$950K | 0.38% | 92 |
|