P.J. Schmidt Investment Management (PJS)’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 | $1.2M | Hold |
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|
2025
Q1 | $975K | Sell |
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|
2024
Q4 | $1.19M | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.09M | Hold |
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|
2024
Q1 | $1.01M | Hold |
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|
2023
Q4 | $974K | Sell |
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|
2023
Q3 | $891K | Hold |
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|
2023
Q2 | $953K | Hold |
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|
2023
Q1 | $797K | Sell |
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|
2022
Q4 | $703K | Hold |
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|
2022
Q3 | $702K | Hold |
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|
2022
Q2 | $811K | Hold |
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|
2022
Q1 | $799K | Hold |
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|
2021
Q4 | $915K | Hold |
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|
2021
Q3 | $900K | Hold |
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|
2021
Q2 | $873K | Hold |
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|
2021
Q1 | $800K | Hold |
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|
2020
Q4 | $728K | Hold |
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|
2020
Q3 | $658K | Hold |
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|
2020
Q2 | $590K | Buy |
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|
2020
Q1 | $443K | Sell |
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|
2019
Q4 | $524K | Hold |
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|
2019
Q3 | $460K | Hold |
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|
2019
Q2 | $446K | Hold |
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|
2019
Q1 | $423K | Hold |
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|
2018
Q4 | $354K | Hold |
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|
2018
Q3 | $431K | Hold |
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|
2018
Q2 | $397K | Hold |
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|
2018
Q1 | $374K | Hold |
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|
2017
Q4 | $366K | Hold |
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|
2017
Q3 | $338K | Buy |
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