Shepherd Financial Partners’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 | $10.8M | Buy |
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|
2025
Q1 | $8.75M | Buy |
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|
2024
Q4 | $9.67M | Buy |
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|
2024
Q3 | $9.33M | Buy |
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|
2024
Q2 | $9.13M | Buy |
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|
2024
Q1 | $8.38M | Buy |
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|
2023
Q4 | $7.49M | Sell |
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|
2023
Q3 | $6.88M | Buy |
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|
2023
Q2 | $7.2M | Buy |
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|
2023
Q1 | $6.26M | Sell |
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|
2022
Q4 | $5.25M | Sell |
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|
2022
Q3 | $5.16M | Buy |
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|
2022
Q2 | $5.47M | Buy |
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|
2022
Q1 | $6.84M | Sell |
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|
2021
Q4 | $7.61M | Sell |
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|
2021
Q3 | $6.57M | Buy |
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|
2021
Q2 | $6.5M | Sell |
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|
2021
Q1 | $5.96M | Sell |
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|
2020
Q4 | $6.58M | Buy |
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|
2020
Q3 | $5.88M | Sell |
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|
2020
Q2 | $5.57M | Sell |
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|
2020
Q1 | $4.32M | Sell |
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|
2019
Q4 | $9.04M | Sell |
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|
2019
Q3 | $8.16M | Sell |
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|
2019
Q2 | $8.4M | Sell |
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|
2019
Q1 | $15.2M | Sell |
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|
2018
Q4 | $13.2M | Sell |
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|
2018
Q3 | $15.3M | Sell |
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|
2018
Q2 | $15.5M | Sell |
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|
2018
Q1 | $14.7M | Sell |
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|
2017
Q4 | $14.8M | Sell |
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|
2017
Q3 | $15M | Sell |
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|
2017
Q2 | $13.8M | Sell |
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|
2017
Q1 | $13.5M | Buy |
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|
2016
Q4 | $12.1M | Buy |
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