Occidental Asset 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 | $2.33M | Buy |
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|
2025
Q1 | $1.49M | Buy |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.67M | Sell |
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|
2024
Q2 | $1.85M | Buy |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $4.08M | Buy |
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|
2023
Q3 | $3.21M | Buy |
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|
2023
Q2 | $2.83M | Buy |
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|
2023
Q1 | $461K | Buy |
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|
2022
Q4 | $358K | Sell |
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|
2022
Q3 | $474K | Sell |
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|
2022
Q2 | $507K | Sell |
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|
2022
Q1 | $2.49M | Sell |
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|
2021
Q4 | $2.76M | Buy |
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|
2021
Q3 | $439K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1.31M | Buy |
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|
2016
Q3 | $873K | Buy |
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|
2016
Q2 | $617K | Buy |
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