OneAscent Financial 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
Q3 | $361K | Sell |
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|
2025
Q2 | $2.1M | Buy |
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|
2025
Q1 | $1.7M | Buy |
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|
2024
Q4 | $1.91M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.89M | Buy |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $1.65M | Buy |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $512K | Sell |
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|
2023
Q1 | $503K | Sell |
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|
2022
Q4 | $2.17M | Buy |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $232K | Buy |
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