First Western Trust 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
$264K Hold
1,042
0.01% 169
2025
Q1
$215K Hold
1,042
0.01% 181
2024
Q4
$242K Hold
1,042
0.01% 170
2024
Q3
$235K Hold
1,042
0.01% 184
2024
Q2
$236K Hold
1,042
0.01% 176
2024
Q1
$217K Hold
1,042
0.01% 195
2023
Q4
$201K Buy
+1,042
New +$201K 0.01% 196
2023
Q3
Sell
-1,177
Closed -$205K 188
2023
Q2
$205K Buy
+1,177
New +$205K 0.01% 182
2022
Q3
Hold
0
200
2022
Q2
Sell
-1,252
Closed -$202K 199
2022
Q1
$202K Buy
+1,252
New +$202K 0.01% 184