Essex Savings Bank’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
940
-125
| -12% | -$31.7K | 0.06% | 266 |
|
|
2025
Q1 | $220K | Hold |
1,065
| – | – | 0.05% | 274 |
|
|
2024
Q4 | $248K | Buy |
1,065
+138
| +15% | +$32.1K | 0.06% | 242 |
|
|
2024
Q3 | $209K | Buy |
+927
| New | +$209K | 0.05% | 277 |
|
|
2019
Q3 | – | Sell |
-800
| Closed | -$62K | – | 621 |
|
|
2019
Q2 | $62K | Buy |
800
+400
| +100% | +$31K | 0.02% | 418 |
|
|
2019
Q1 | $30K | Hold |
400
| – | – | 0.02% | 361 |
|
|
2018
Q4 | $25K | Buy |
+400
| New | +$25K | 0.02% | 375 |
|