EFS
Essex Financial Services’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $360K | Buy |
+1,422
| New | +$360K | 0.02% | 493 |
|
|
2024
Q4 | – | Sell |
-1,388
| Closed | -$322K | – | 663 |
|
|
2024
Q3 | $322K | Buy |
1,388
+31
| +2% | +$7.19K | 0.02% | 471 |
|
|
2024
Q2 | $278K | Buy |
+1,357
| New | +$278K | 0.02% | 506 |
|
|
2023
Q3 | – | Sell |
-1,159
| Closed | -$201K | – | 493 |
|
|
2023
Q2 | $201K | Sell |
1,159
-380
| -25% | -$66.1K | 0.02% | 453 |
|
|
2023
Q1 | $232K | Buy |
+1,539
| New | +$232K | 0.02% | 436 |
|
|
2022
Q2 | – | Sell |
-1,287
| Closed | -$205K | – | 529 |
|
|
2022
Q1 | $205K | Sell |
1,287
-26
| -2% | -$4.14K | 0.02% | 481 |
|
|
2021
Q4 | $228K | Sell |
1,313
-124
| -9% | -$21.5K | 0.02% | 440 |
|
|
2021
Q3 | $215K | Buy |
1,437
+74
| +5% | +$11.1K | 0.02% | 430 |
|
|
2021
Q2 | $201K | Buy |
+1,363
| New | +$201K | 0.03% | 444 |
|
|
2017
Q3 | – | Sell |
-4,004
| Closed | -$219K | – | 359 |
|
|
2017
Q2 | $219K | Sell |
4,004
-965
| -19% | -$52.8K | 0.05% | 318 |
|
|
2017
Q1 | $265K | Buy |
+4,969
| New | +$265K | 0.06% | 267 |
|