Baystate Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $142K | Sell |
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|
2023
Q3 | $123K | Buy |
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|
2023
Q2 | $130K | Buy |
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|
2023
Q1 | $113K | Buy |
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|
2022
Q4 | $91K | Buy |
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|
2022
Q3 | $85K | Buy |
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|
2022
Q2 | $77K | Sell |
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|
2022
Q1 | $118K | Buy |
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|
2021
Q4 | $129K | Buy |
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|
2021
Q3 | $110K | Sell |
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|
2021
Q2 | $132K | Buy |
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|
2021
Q1 | $112K | Buy |
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|
2020
Q4 | $109K | Buy |
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|
2020
Q3 | $98K | Buy |
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|
2020
Q2 | $88K | Buy |
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|
2020
Q1 | $58K | Sell |
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|
2019
Q4 | $71K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $99K | Buy |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $11K | Sell |
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|
2018
Q1 | $15K | Buy |
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|
2017
Q4 | $10K | Hold |
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|
2017
Q3 | $9K | Sell |
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|
2017
Q2 | $9K | Hold |
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|
2017
Q1 | $8K | Buy |
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|
2016
Q4 | $7K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $149K | Buy |
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