Oak Harbor Wealth Partners’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 | $262K | Buy |
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|
2025
Q2 | $201K | Sell |
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|
2025
Q1 | $199K | Buy |
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|
2024
Q4 | $221K | Hold |
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|
2024
Q3 | $214K | Hold |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $198K | Sell |
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|
2023
Q4 | $192K | Hold |
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|
2023
Q3 | $164K | Hold |
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|
2023
Q2 | $174K | Hold |
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|
2023
Q1 | $151K | Hold |
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|
2022
Q4 | $124K | Hold |
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|
2022
Q3 | $119K | Hold |
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|
2022
Q2 | $127K | Hold |
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|
2022
Q1 | $159K | Sell |
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|
2021
Q4 | $227K | Buy |
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