HBW
Hazlett, Burt & Watson’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $733K | Hold |
2,892
| – | – | 0.3% | 75 |
|
|
2025
Q1 | $597K | Buy |
2,892
+1,558
| +117% | +$322K | 0.27% | 85 |
|
|
2024
Q4 | $309K | Sell |
1,334
-98
| -7% | -$22.7K | 0.14% | 151 |
|
|
2024
Q3 | $323K | Sell |
1,432
-59
| -4% | -$13.3K | 0.15% | 150 |
|
|
2024
Q2 | $337K | Sell |
1,491
-429
| -22% | -$97K | 0.17% | 120 |
|
|
2024
Q1 | $400K | Hold |
1,920
| – | – | 0.24% | 90 |
|
|
2023
Q4 | $369K | Buy |
1,920
+1
| +0.1% | +$192 | 0.25% | 87 |
|
|
2023
Q3 | $314K | Hold |
1,919
| – | – | 0.23% | 89 |
|
|
2023
Q2 | $334K | Sell |
1,919
-21
| -1% | -$3.66K | 0.25% | 85 |
|
|
2023
Q1 | $293K | Sell |
1,940
-75
| -4% | -$11.3K | 0.24% | 94 |
|
|
2022
Q4 | $250K | Buy |
2,015
+2
| +0.1% | +$248 | 0.22% | 101 |
|
|
2022
Q3 | $239K | Buy |
2,013
+38
| +2% | +$4.51K | 0.23% | 94 |
|
|
2022
Q2 | $251K | Sell |
1,975
-43
| -2% | -$5.47K | 0.23% | 97 |
|
|
2022
Q1 | $320K | Buy |
+2,018
| New | +$320K | 0.25% | 85 |
|