One Charles Private Wealth Services’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 | $8.62M | Sell |
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|
2025
Q1 | $7.14M | Buy |
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|
2024
Q4 | $7.59M | Buy |
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|
2024
Q3 | $7.33M | Sell |
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|
2024
Q2 | $8.75M | Buy |
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|
2024
Q1 | $8.01M | Sell |
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|
2023
Q4 | $7.43M | Buy |
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|
2023
Q3 | $4.89M | Buy |
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|
2023
Q2 | $5.07M | Buy |
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|
2023
Q1 | $4.29M | Sell |
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|
2022
Q4 | $4.42M | Buy |
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|
2022
Q3 | $4.04M | Buy |
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|
2022
Q2 | $4.05M | Buy |
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|
2022
Q1 | $4.83M | Sell |
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|
2021
Q4 | $5.58M | Buy |
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|
2021
Q3 | $4.54M | Buy |
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|
2021
Q2 | $3.99M | Buy |
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|
2021
Q1 | $734K | Buy |
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|
2020
Q4 | $276K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.15M | Buy |
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