Colonial Trust 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
$423K Sell
2025
Q1
$371K Hold
2024
Q4
$417K Buy
2024
Q3
$381K Hold
2024
Q2
$382K Sell
2024
Q1
$400K Hold
2023
Q4
$370K Sell
2023
Q3
$316K Buy
2023
Q2
$319K Sell
2023
Q1
$358K Hold
2022
Q4
$295K Hold
2022
Q3
$282K Buy
2022
Q2
$246K Buy
2022
Q1
$277K Sell
2021
Q4
$351K Buy