Eagle Ridge Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $759K | Hold |
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|
2024
Q3 | $737K | Sell |
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|
2024
Q2 | $762K | Hold |
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|
2024
Q1 | $702K | Sell |
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|
2023
Q4 | $697K | Hold |
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|
2023
Q3 | $594K | Hold |
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|
2023
Q2 | $630K | Sell |
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|
2023
Q1 | $681K | Hold |
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|
2022
Q4 | $561K | Hold |
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|
2022
Q3 | $535K | Hold |
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|
2022
Q2 | $573K | Hold |
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|
2022
Q1 | $716K | Hold |
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|
2021
Q4 | $784K | Hold |
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|
2021
Q3 | $673K | Hold |
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|
2021
Q2 | $666K | Hold |
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|
2021
Q1 | $599K | Hold |
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|
2020
Q4 | $586K | Sell |
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|
2020
Q3 | $586K | Buy |
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|
2020
Q2 | $471K | Hold |
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|
2020
Q1 | $362K | Hold |
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|
2019
Q4 | $413K | Hold |
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|
2019
Q3 | $363K | Sell |
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|
2019
Q2 | $367K | Hold |
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|
2019
Q1 | $348K | Hold |
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|
2018
Q4 | $291K | Sell |
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|
2018
Q3 | $426K | Hold |
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|
2018
Q2 | $393K | Hold |
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|
2018
Q1 | $370K | Hold |
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|
2017
Q4 | $362K | Hold |
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|
2017
Q3 | $334K | Sell |
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|
2017
Q2 | $323K | Hold |
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|
2017
Q1 | $315K | Hold |
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|
2016
Q4 | $286K | Buy |
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