Castleview Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.67M | Buy |
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|
2023
Q4 | $1.5M | Buy |
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|
2023
Q3 | $27.2K | Buy |
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|
2023
Q2 | $27.6K | Sell |
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|
2023
Q1 | $106K | Buy |
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|
2022
Q4 | $18.5K | Hold |
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|
2022
Q3 | $18K | Sell |
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|
2022
Q2 | $222K | Buy |
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|
2022
Q1 | $51K | Sell |
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|
2021
Q4 | $334 | Buy |
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|
2021
Q2 | $48K | Buy |
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