WP
WealthSource Partners’s SPDR NYSE Technology ETF XNTK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-30,632
| Closed | -$2.5M | – | 448 |
|
|
2019
Q4 | $2.5M | Sell |
30,632
-60,121
| -66% | -$4.91M | 0.33% | 57 |
|
|
2019
Q3 | $6.6M | Buy |
90,753
+65,098
| +254% | +$4.74M | 0.99% | 22 |
|
|
2019
Q2 | $1.86M | Buy |
25,655
+11,696
| +84% | +$850K | 0.29% | 92 |
|
|
2019
Q1 | $994K | Buy |
+13,959
| New | +$994K | 0.22% | 96 |
|