Ascent Wealth Partners’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $597K | Buy |
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|
2025
Q2 | $504K | Buy |
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|
2025
Q1 | $256K | Buy |
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|
2024
Q4 | $286K | Hold |
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|
2024
Q3 | $278K | Hold |
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|
2024
Q2 | $278K | Hold |
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|
2024
Q1 | $256K | Hold |
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|
2023
Q4 | $237K | Hold |
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|
2023
Q3 | $202K | Sell |
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|
2023
Q2 | $243K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $396K | Sell |
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|
2022
Q1 | $728K | Sell |
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|
2021
Q4 | $810K | Hold |
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|
2021
Q3 | $696K | Hold |
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|
2021
Q2 | $688K | Hold |
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|
2021
Q1 | $619K | Hold |
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|
2020
Q4 | $606K | Hold |
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|
2020
Q3 | $544K | Hold |
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|
2020
Q2 | $487K | Hold |
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|
2020
Q1 | $375K | Buy |
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|
2019
Q4 | $401K | Hold |
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|
2019
Q3 | $352K | Hold |
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|
2019
Q2 | $341K | Hold |
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|
2019
Q1 | $324K | Hold |
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|
2018
Q4 | $271K | Hold |
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|
2018
Q3 | $329K | Sell |
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|
2018
Q2 | $309K | Hold |
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|
2018
Q1 | $291K | Buy |
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