Financial Perspectives’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $45.1K | Hold |
|
|||||
|
2025
Q2 | $40.5K | Hold |
|
|||||
|
2025
Q1 | $33K | Sell |
|
|||||
|
2024
Q4 | $111K | Buy |
|
|||||
|
2024
Q3 | $107K | Hold |
|
|||||
|
2024
Q2 | $107K | Buy |
|
|||||
|
2024
Q1 | $98.7K | Hold |
|
|||||
|
2023
Q4 | $91.1K | Buy |
|
|||||
|
2023
Q3 | $77.5K | Buy |
|
|||||
|
2023
Q2 | $82.1K | Buy |
|
|||||
|
2023
Q1 | $71.2K | Hold |
|
|||||
|
2022
Q4 | $58.6K | Buy |
|
|||||
|
2022
Q3 | $55.8K | Buy |
|
|||||
|
2022
Q2 | $59.6K | Buy |
|
|||||
|
2022
Q1 | $74.4K | Hold |
|
|||||
|
2021
Q4 | $81.3K | Buy |
|
|||||
|
2021
Q3 | $69.8K | Hold |
|
|||||
|
2021
Q2 | $68.9K | Sell |
|
|||||
|
2021
Q1 | $466K | Buy |
|
|||||
|
2020
Q4 | $60.5K | Buy |
|
|||||
|
2020
Q3 | $18.7K | Hold |
|
|||||
|
2020
Q2 | $16.7K | Hold |
|
|||||
|
2020
Q1 | $12.9K | Hold |
|
|||||
|
2019
Q4 | $14.7K | Buy |
|