United Capital Financial Advisors’s SPDR S&P Telecom ETF XTL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q2 | – | Sell |
-198,714
| Closed | -$11.7M | – | 1315 |
|
|
2015
Q1 | $11.7M | Sell |
198,714
-90,353
| -31% | -$5.34M | 0.14% | 180 |
|
|
2014
Q4 | $16.7M | Buy |
289,067
+61,850
| +27% | +$3.57M | 0.25% | 99 |
|
|
2014
Q3 | $12.6M | Buy |
227,217
+40,133
| +21% | +$2.22M | 0.22% | 119 |
|
|
2014
Q2 | $10.6M | Buy |
187,084
+165,608
| +771% | +$9.4M | 0.2% | 136 |
|
|
2014
Q1 | $1.23M | Buy |
+21,476
| New | +$1.23M | 0.03% | 438 |
|