Asset Dedication LLC’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 | $254K | Buy |
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|
2025
Q1 | $205K | Hold |
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|
2024
Q4 | $231K | Hold |
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|
2024
Q3 | $224K | Sell |
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|
2024
Q2 | $275K | Hold |
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|
2024
Q1 | $254K | Sell |
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|
2023
Q4 | $246K | Hold |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $215K | Buy |
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|
2023
Q1 | $160K | Hold |
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|
2022
Q4 | $131K | Buy |
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|
2022
Q3 | $99K | Hold |
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|
2022
Q2 | $108K | Hold |
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|
2022
Q1 | $134K | Sell |
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|
2021
Q4 | $169K | Buy |
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|
2021
Q3 | $109K | Hold |
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|
2021
Q2 | $108K | Buy |
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|
2021
Q1 | $15K | Sell |
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|
2020
Q4 | $95K | Sell |
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|
2020
Q3 | $109K | Sell |
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|
2020
Q2 | $124K | Buy |
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|
2020
Q1 | $37K | Hold |
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|
2019
Q4 | $43K | Hold |
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|
2019
Q3 | $37K | Hold |
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|
2019
Q2 | $37K | Hold |
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|
2019
Q1 | $34K | Hold |
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|
2018
Q4 | $28K | Hold |
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|
2018
Q3 | $35K | Hold |
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|
2018
Q2 | $33K | Hold |
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|
2018
Q1 | $30K | Hold |
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|
2017
Q4 | $30K | Hold |
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|
2017
Q3 | $27K | Hold |
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|
2017
Q2 | $25K | Hold |
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|
2017
Q1 | $24K | Hold |
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|
2016
Q4 | $23K | Buy |
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|
2016
Q3 | $16K | Hold |
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|
2016
Q2 | $14K | Hold |
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|
2016
Q1 | $15K | Sell |
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|
2015
Q4 | $60K | Buy |
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