Appleton Partners’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.08M | Sell |
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|
2025
Q1 | $2.52M | Sell |
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|
2024
Q4 | $3.01M | Buy |
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|
2024
Q3 | $2.35M | Sell |
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|
2024
Q2 | $2.36M | Sell |
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|
2024
Q1 | $2.22M | Buy |
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|
2023
Q4 | $1.91M | Buy |
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|
2023
Q3 | $1.62M | Sell |
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|
2023
Q2 | $1.73M | Sell |
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|
2023
Q1 | $1.57M | Sell |
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|
2022
Q4 | $1.3M | Buy |
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|
2022
Q3 | $947K | Sell |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.12M | Hold |
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|
2021
Q3 | $960K | Buy |
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|
2021
Q2 | $835K | Sell |
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|
2021
Q1 | $773K | Sell |
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|
2020
Q4 | $767K | Buy |
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|
2020
Q3 | $622K | Hold |
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|
2020
Q2 | $557K | Buy |
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|
2020
Q1 | $424K | Hold |
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|
2019
Q4 | $483K | Hold |
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|
2019
Q3 | $424K | Buy |
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|
2019
Q2 | $335K | Buy |
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