Fernwood 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 | $1.18M | Sell |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.11M | Hold |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $888K | Sell |
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|
2023
Q2 | $942K | Hold |
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|
2023
Q1 | $818K | Hold |
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|
2022
Q4 | $674K | Hold |
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|
2022
Q3 | $644K | Hold |
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|
2022
Q2 | $689K | Sell |
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|
2022
Q1 | $873K | Hold |
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|
2021
Q4 | $955K | Hold |
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|
2021
Q3 | $821K | Hold |
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|
2021
Q2 | $811K | Buy |
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|
2021
Q1 | $727K | Hold |
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|
2020
Q4 | $712K | Hold |
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|
2020
Q3 | $639K | Sell |
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|
2020
Q2 | $614K | Buy |
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|
2020
Q1 | $467K | Sell |
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|
2019
Q4 | $551K | Hold |
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|
2019
Q3 | $484K | Buy |
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|
2019
Q2 | $462K | Sell |
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|
2019
Q1 | $445K | Sell |
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|
2018
Q4 | $382K | Hold |
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|
2018
Q3 | $464K | Hold |
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|
2018
Q2 | $428K | Hold |
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|
2018
Q1 | $403K | Buy |
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|
2017
Q4 | $388K | Hold |
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|
2017
Q3 | $359K | Buy |
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|
2017
Q2 | $314K | Buy |
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|
2017
Q1 | $302K | Hold |
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|
2016
Q4 | $274K | Buy |
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|
2016
Q3 | $262K | Hold |
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|
2016
Q2 | $238K | Sell |
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|
2016
Q1 | $259K | Buy |
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|
2015
Q4 | $245K | Sell |
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|
2015
Q3 | $238K | Buy |
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|
2015
Q2 | $227K | Buy |
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