SlateStone Wealth’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 | $493K | Sell |
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|
2025
Q1 | $405K | Sell |
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|
2024
Q4 | $518K | Buy |
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|
2024
Q3 | $425K | Sell |
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|
2024
Q2 | $599K | Sell |
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|
2024
Q1 | $567K | Buy |
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|
2023
Q4 | $371K | Buy |
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|
2023
Q3 | $302K | Hold |
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|
2023
Q2 | $320K | Hold |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $245K | Hold |
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|
2021
Q4 | $268K | Sell |
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|
2021
Q3 | $275K | Hold |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $215K | Sell |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $260K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $201K | Buy |
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