Patriot Financial Group Insurance Agency’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 | $1.25M | Sell |
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|
2025
Q2 | $2.08M | Sell |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $1.95M | Sell |
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|
2024
Q3 | $1.9M | Buy |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $955K | Buy |
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|
2023
Q4 | $862K | Sell |
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|
2023
Q3 | $1.3M | Sell |
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|
2023
Q2 | $1.51M | Buy |
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|
2023
Q1 | $946K | Buy |
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|
2022
Q4 | $630K | Buy |
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|
2022
Q3 | $481K | Buy |
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|
2022
Q2 | $420K | Sell |
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|
2022
Q1 | $594K | Sell |
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|
2021
Q4 | $998K | Sell |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.37M | Sell |
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|
2021
Q1 | $1.36M | Buy |
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|
2020
Q4 | $1.33M | Buy |
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|
2020
Q3 | $711K | Buy |
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|
2020
Q2 | $569K | Buy |
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|
2020
Q1 | $220K | Sell |
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|
2019
Q4 | $255K | Buy |
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|
2019
Q3 | $221K | Sell |
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|
2019
Q2 | $229K | Buy |
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|
2019
Q1 | $195K | Buy |
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|
2018
Q4 | $159K | Sell |
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|
2018
Q3 | $197K | Buy |
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|
2018
Q2 | $70K | Sell |
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|
2018
Q1 | $220K | Sell |
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|
2017
Q4 | $236K | Buy |
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|
2017
Q3 | $205K | Buy |
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|
2017
Q2 | $179K | Buy |
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|
2017
Q1 | $122K | Buy |
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|
2016
Q4 | $93K | Buy |
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