Chesley Taft & Associates’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 | $350K | Sell |
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|
2025
Q2 | $330K | Sell |
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|
2025
Q1 | $278K | Buy |
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|
2024
Q4 | $264K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $257K | Hold |
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|
2024
Q1 | $236K | Hold |
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|
2023
Q4 | $218K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $228K | Hold |
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|
2020
Q3 | $204K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $639K | Buy |
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|
2017
Q3 | $588K | Sell |
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|
2017
Q2 | $548K | Buy |
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|
2017
Q1 | $451K | Buy |
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