Fairhaven Wealth Management’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
2024
Q4
$239K Sell
2024
Q3
$245K Sell
2024
Q2
$266K Hold
2024
Q1
$245K Hold
2023
Q4
$226K Buy
2023
Q3
Sell
2023
Q2
$208K Buy
2022
Q1
Sell
2021
Q4
$208K Buy