Willingdon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $12K | Hold |
150
| – | – | ﹤0.01% | 197 |
|
|
2019
Q4 | $14K | Sell |
150
-50
| -25% | -$4.67K | ﹤0.01% | 230 |
|
|
2019
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 226 |
|
|
2019
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 214 |
|
|
2019
Q1 | $15K | Hold |
200
| – | – | ﹤0.01% | 231 |
|
|
2018
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 257 |
|
|
2018
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 278 |
|
|
2018
Q2 | $14K | Buy |
+200
| New | +$14K | ﹤0.01% | 250 |
|