Baker Boyer National Bank’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Buy |
+1,251
| New | +$317K | 0.11% | 63 |
|
|
2023
Q3 | – | Sell |
-2,502
| Closed | -$435K | – | 91 |
|
|
2023
Q2 | $435K | Sell |
2,502
-994
| -28% | -$173K | 0.16% | 51 |
|
|
2023
Q1 | $528K | Hold |
3,496
| – | – | 0.2% | 40 |
|
|
2022
Q4 | $435K | Hold |
3,496
| – | – | 0.18% | 44 |
|
|
2022
Q3 | $415K | Hold |
3,496
| – | – | 0.18% | 43 |
|
|
2022
Q2 | $444K | Hold |
3,496
| – | – | 0.23% | 47 |
|
|
2022
Q1 | $556K | Sell |
3,496
-3,708
| -51% | -$590K | 0.27% | 45 |
|
|
2021
Q4 | $1.25M | Buy |
+7,204
| New | +$1.25M | 0.58% | 26 |
|
|
2021
Q2 | $444K | Buy |
+3,496
| New | +$444K | 0.23% | 47 |
|
|
2018
Q1 | $471K | Buy |
7,204
+3,496
| +94% | +$229K | 1.43% | 22 |
|
|
2017
Q4 | $237K | Hold |
3,708
| – | – | 0.71% | 49 |
|
|
2017
Q3 | $219K | Hold |
3,708
| – | – | 0.72% | 47 |
|
|
2017
Q2 | $203K | Buy |
+3,708
| New | +$203K | 0.81% | 43 |
|