Parsec Financial 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
2023
Q1
$370K Hold
2022
Q4
$305K Sell
2022
Q3
$319K Sell
2022
Q2
$349K Hold
2022
Q1
$436K Sell
2021
Q4
$559K Hold
2021
Q3
$538K Buy
2021
Q2
$346K Hold
2021
Q1
$311K Buy
2020
Q4
$282K Buy