United Capital Financial Advisors’s POWERSHARES S&P SMALLCAP INFORMATION TECHNOLOGY PORTFOLIO XLKS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-7,300
| Closed | -$566K | – | 1392 |
|
|
2018
Q1 | $566K | Sell |
7,300
-3,913
| -35% | -$303K | ﹤0.01% | 930 |
|
|
2017
Q4 | $857K | Sell |
11,213
-23,707
| -68% | -$1.81M | 0.01% | 829 |
|
|
2017
Q3 | $2.76M | Sell |
34,920
-3,127
| -8% | -$247K | 0.02% | 506 |
|
|
2017
Q2 | $2.82M | Sell |
38,047
-146,938
| -79% | -$10.9M | 0.03% | 498 |
|
|
2017
Q1 | $13.5M | Sell |
184,985
-40,457
| -18% | -$2.95M | 0.13% | 187 |
|
|
2016
Q4 | $15.7M | Sell |
225,442
-120,423
| -35% | -$8.39M | 0.15% | 151 |
|
|
2016
Q3 | $21.9M | Buy |
345,865
+141,825
| +70% | +$9M | 0.21% | 104 |
|
|
2016
Q2 | $11.4M | Sell |
204,040
-30,584
| -13% | -$1.71M | 0.12% | 199 |
|
|
2016
Q1 | $12.9M | Buy |
234,624
+69,870
| +42% | +$3.85M | 0.14% | 152 |
|
|
2015
Q4 | $8.62M | Buy |
+164,754
| New | +$8.62M | 0.1% | 230 |
|