Barrett & Company’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
Q3 | $384K | Sell |
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|
2025
Q2 | $395K | Hold |
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|
2025
Q1 | $322K | Hold |
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|
2024
Q4 | $363K | Buy |
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|
2024
Q3 | $149K | Buy |
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|
2024
Q2 | $145K | Hold |
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|
2024
Q1 | $134K | Hold |
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|
2023
Q4 | $123K | Hold |
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|
2023
Q3 | $105K | Buy |
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|
2023
Q2 | $106K | Hold |
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|
2023
Q1 | $92.3K | Hold |
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|
2022
Q4 | $76K | Hold |
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|
2022
Q3 | $76K | Buy |
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