Valley Wealth Managers’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
-135
Closed -$10K 188
2017
Q1
$10K Buy
135
+85
+170% +$6.03K ﹤0.01% 172
2016
Q4
$3K Hold
50
﹤0.01% 210
2016
Q3
$3K Buy
+50
New +$3.14K ﹤0.01% 195

Other funds holding XTL

Valley Wealth Managers's XTL Position: Q2 2017 in Review

Valley Wealth Managers sold out of State Street SPDR S&P Telecom ETF (XTL) in Q2 2017, closing a stake of 135 shares — an estimated $10K sold.

Valley Wealth Managers first reported a position in XTL in Q3 2016 and held it in 3 quarters. The position peaked at $10K in Q1 2017. 33 funds tracked by Wall St. Rank hold XTL as of Q2 2017.

  • Valley Wealth Managers reported no remaining State Street SPDR S&P Telecom ETF position as of Q2 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 135 State Street SPDR S&P Telecom ETF shares in Q2 2017, an estimated $10K.
  • Valley Wealth Managers first reported a position in State Street SPDR S&P Telecom ETF in Q3 2016 and held it in 3 quarters.
  • Valley Wealth Managers's State Street SPDR S&P Telecom ETF position peaked at $10K in Q1 2017.
  • 33 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.