Charter Oak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $498K | Buy |
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|
2025
Q2 | $425K | Sell |
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|
2025
Q1 | $348K | Sell |
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|
2024
Q4 | $395K | Sell |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $435K | Hold |
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|
2024
Q1 | $400K | Hold |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $301K | Hold |
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|
2023
Q2 | $319K | Buy |
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|
2023
Q1 | $274K | Sell |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $233K | Sell |
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|
2022
Q2 | $526K | Buy |
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|
2022
Q1 | $657K | Buy |
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|
2021
Q4 | $699K | Sell |
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|
2021
Q3 | $604K | Sell |
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|
2021
Q2 | $599K | Sell |
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|
2021
Q1 | $544K | Sell |
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|
2020
Q4 | $539K | Buy |
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