WFWM
Wechter Feldman Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,605
| Closed | -$281K | – | 32 |
|
|
2019
Q2 | $281K | Hold |
3,605
| – | – | 0.19% | 27 |
|
|
2019
Q1 | $267K | Sell |
3,605
-250
| -6% | -$18.5K | 0.17% | 27 |
|
|
2018
Q4 | $239K | Hold |
3,855
| – | – | 0.23% | 26 |
|
|
2018
Q3 | $290K | Hold |
3,855
| – | – | 0.18% | 30 |
|
|
2018
Q2 | $268K | Hold |
3,855
| – | – | 0.18% | 28 |
|
|
2018
Q1 | $252K | Hold |
3,855
| – | – | 0.18% | 28 |
|
|
2017
Q4 | $247K | Hold |
3,855
| – | – | 0.17% | 27 |
|
|
2017
Q3 | $228K | Sell |
3,855
-3,855
| -50% | -$228K | 0.17% | 24 |
|
|
2017
Q2 | $422K | Hold |
7,710
| – | – | 0.34% | 17 |
|
|
2017
Q1 | $411K | Buy |
+7,710
| New | +$411K | 0.28% | 23 |
|