Keudell/Morrison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Hold |
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|
2025
Q1 | $3.05M | Hold |
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|
2024
Q4 | $3.43M | Hold |
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|
2024
Q3 | $3.33M | Hold |
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|
2024
Q2 | $3.34M | Hold |
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|
2024
Q1 | $3.07M | Sell |
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|
2023
Q4 | $2.84M | Buy |
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|
2023
Q3 | $2.42M | Hold |
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|
2023
Q2 | $2.56M | Hold |
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|
2023
Q1 | $2.23M | Hold |
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|
2022
Q4 | $1.84M | Sell |
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|
2022
Q3 | $1.96M | Sell |
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|
2022
Q2 | $2.1M | Buy |
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|
2022
Q1 | $2.58M | Buy |
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|
2021
Q4 | $2.6M | Buy |
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|
2021
Q3 | $2.22M | Buy |
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|
2021
Q2 | $2.2M | Sell |
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|
2021
Q1 | $2M | Hold |
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|
2020
Q4 | $1.96M | Hold |
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|
2020
Q3 | $1.76M | Sell |
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|
2020
Q2 | $1.57M | Buy |
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|
2020
Q1 | $1.21M | Hold |
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|
2019
Q4 | $1.38M | Hold |
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|
2019
Q3 | $1.21M | Hold |
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|
2019
Q2 | $1.17M | Hold |
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|
2019
Q1 | $1.11M | Buy |
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