BTR Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $249K | Hold |
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|
2022
Q2 | $267K | Hold |
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|
2022
Q1 | $334K | Hold |
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|
2021
Q4 | $365K | Sell |
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|
2021
Q3 | $418K | Hold |
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|
2021
Q2 | $413K | Hold |
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|
2021
Q1 | $372K | Hold |
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|
2020
Q4 | $364K | Hold |
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|
2020
Q3 | $327K | Hold |
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|
2020
Q2 | $293K | Hold |
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|
2020
Q1 | $225K | Hold |
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|
2019
Q4 | $257K | Hold |
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|
2019
Q3 | $225K | Sell |
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|
2019
Q2 | $230K | Sell |
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|
2019
Q1 | $235K | Sell |
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|
2018
Q4 | $209K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $1M | Buy |
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