Choate Investment Advisors’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
Q2 | $1.26M | Buy |
|
|||||
|
2025
Q1 | $949K | Sell |
|
|||||
|
2024
Q4 | $1.14M | Sell |
|
|||||
|
2024
Q3 | $1.19M | Hold |
|
|||||
|
2024
Q2 | $1.19M | Hold |
|
|||||
|
2024
Q1 | $1.1M | Hold |
|
|||||
|
2023
Q4 | $1.01M | Hold |
|
|||||
|
2023
Q3 | $863K | Buy |
|
|||||
|
2023
Q2 | $840K | Hold |
|
|||||
|
2023
Q1 | $730K | Sell |
|
|||||
|
2022
Q4 | $650K | Sell |
|
|||||
|
2022
Q3 | $680K | Sell |
|
|||||
|
2022
Q2 | $935K | Hold |
|
|||||
|
2022
Q1 | $1.17M | Sell |
|
|||||
|
2021
Q4 | $1.32M | Hold |
|
|||||
|
2021
Q3 | $1.14M | Hold |
|
|||||
|
2021
Q2 | $1.13M | Hold |
|
|||||
|
2021
Q1 | $1.01M | Buy |
|
|||||
|
2020
Q4 | $843K | Hold |
|
|||||
|
2020
Q3 | $757K | Hold |
|
|||||
|
2020
Q2 | $678K | Sell |
|
|||||
|
2020
Q1 | $572K | Hold |
|
|||||
|
2019
Q4 | $653K | Hold |
|
|||||
|
2019
Q3 | $573K | Sell |
|
|||||
|
2019
Q2 | $566K | Sell |
|
|||||
|
2019
Q1 | $579K | Sell |
|
|||||
|
2018
Q4 | $515K | Buy |
|
|||||
|
2018
Q3 | – | Sell |
|
|||||
|
2018
Q2 | $877K | Sell |
|
|||||
|
2018
Q1 | $938K | Sell |
|
|||||
|
2017
Q4 | $1.46M | Sell |
|
|||||
|
2017
Q3 | $1.39M | Sell |
|
|||||
|
2017
Q2 | $1.44M | Buy |
|
|||||
|
2017
Q1 | $1.14M | Buy |
|
|||||
|
2016
Q4 | $471K | Sell |
|
|||||
|
2016
Q3 | $633K | Sell |
|
|||||
|
2016
Q2 | $597K | Sell |
|
|||||
|
2016
Q1 | $777K | Sell |
|
|||||
|
2015
Q4 | $1.11M | Sell |
|
|||||
|
2015
Q3 | $1.07M | Buy |
|
|||||
|
2015
Q2 | $1.07M | Sell |
|
|||||
|
2015
Q1 | $1.15M | Buy |
|
|||||
|
2014
Q4 | $1.11M | Buy |
|
|||||
|
2014
Q3 | $826K | Buy |
|
|||||
|
2014
Q2 | $357K | Sell |
|
|||||
|
2014
Q1 | $364K | Buy |
|