Dumont & Blake 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
Q3 | $5.51M | Buy |
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|
2025
Q2 | $3.77M | Buy |
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|
2025
Q1 | $3.07M | Buy |
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|
2024
Q4 | $3.19M | Buy |
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|
2024
Q3 | $3M | Sell |
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|
2024
Q2 | $6.12M | Buy |
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|
2024
Q1 | $2.83M | Buy |
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|
2023
Q4 | $2.37M | Sell |
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|
2023
Q3 | $2.52M | Buy |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $1.59M | Sell |
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|
2022
Q2 | $1.72M | Sell |
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|
2022
Q1 | $2.23M | Sell |
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|
2021
Q4 | $3.05M | Buy |
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|
2021
Q3 | $2.49M | Sell |
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|
2021
Q2 | $2.46M | Sell |
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|
2021
Q1 | $2.23M | Buy |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q3 | $1.92M | Buy |
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|
2020
Q2 | $1.61M | Buy |
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|
2020
Q1 | $1.23M | Sell |
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|
2019
Q4 | $1.45M | Buy |
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|
2019
Q3 | $1.26M | Buy |
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|
2019
Q2 | $1.17M | Sell |
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|
2019
Q1 | $1.49M | Sell |
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|
2018
Q4 | $1.26M | Sell |
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|
2018
Q3 | $1.66M | Buy |
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|
2018
Q2 | $1.45M | Buy |
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|
2018
Q1 | $1.34M | Sell |
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|
2017
Q4 | $1.65M | Sell |
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|
2017
Q3 | $1.53M | Sell |
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|
2017
Q2 | $1.42M | Hold |
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|
2017
Q1 | $1.38M | Buy |
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|
2016
Q4 | $1.24M | Buy |
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|
2016
Q3 | $1.22M | Sell |
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|
2016
Q2 | $1.13M | Buy |
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|
2016
Q1 | $1.16M | Buy |
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|
2015
Q4 | $1.1M | Buy |
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|
2015
Q3 | $986K | Buy |
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|
2015
Q2 | $1M | Buy |
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|
2015
Q1 | $976K | Buy |
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|
2014
Q4 | $940K | Buy |
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|
2014
Q3 | $890K | Buy |
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|
2014
Q2 | $836K | Sell |
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|
2014
Q1 | $797K | Buy |
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|
2013
Q4 | $737K | Sell |
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|
2013
Q3 | $945K | Buy |
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