Wealthspire Advisors (Maryland)’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,014
| Closed | -$149K | – | 2125 |
|
|
2019
Q1 | $149K | Hold |
2,014
| – | – | 0.01% | 515 |
|
|
2018
Q4 | $125K | Buy |
2,014
+1
| +0% | +$62 | 0.01% | 537 |
|
|
2018
Q3 | $152K | Sell |
2,013
-10
| -0.5% | -$755 | 0.01% | 536 |
|
|
2018
Q2 | $141K | Sell |
2,023
-3
| -0.1% | -$209 | 0.01% | 572 |
|
|
2018
Q1 | $133K | Buy |
2,026
+1
| +0% | +$66 | 0.01% | 600 |
|
|
2017
Q4 | $130K | Sell |
2,025
-4
| -0.2% | -$257 | 0.01% | 623 |
|
|
2017
Q3 | $120K | Sell |
2,029
-255
| -11% | -$15.1K | 0.01% | 637 |
|
|
2017
Q2 | $125K | Buy |
2,284
+353
| +18% | +$19.3K | 0.01% | 601 |
|
|
2017
Q1 | $103K | Hold |
1,931
| – | – | 0.01% | 595 |
|
|
2016
Q4 | $93K | Sell |
1,931
-1,017
| -34% | -$49K | 0.01% | 604 |
|
|
2016
Q3 | $141K | Buy |
2,948
+1,389
| +89% | +$66.4K | 0.02% | 485 |
|
|
2016
Q2 | $68K | Buy |
1,559
+559
| +56% | +$24.4K | 0.01% | 646 |
|
|
2016
Q1 | $44K | Hold |
1,000
| – | – | 0.01% | 736 |
|
|
2015
Q4 | $43K | Buy |
+1,000
| New | +$43K | 0.01% | 759 |
|