Summit Financial Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $738K | Buy |
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|
2023
Q3 | $493K | Hold |
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|
2023
Q2 | $523K | Buy |
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|
2023
Q1 | $269K | Sell |
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|
2022
Q4 | $226K | Sell |
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|
2022
Q3 | $279K | Sell |
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|
2022
Q2 | $334K | Sell |
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|
2022
Q1 | $433K | Hold |
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|
2021
Q4 | $474K | Sell |
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|
2021
Q3 | $410K | Buy |
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|
2021
Q2 | $363K | Sell |
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|
2021
Q1 | $332K | Hold |
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|
2020
Q4 | $325K | Hold |
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|
2020
Q3 | $292K | Hold |
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|
2020
Q2 | $261K | Hold |
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|
2020
Q1 | $201K | Hold |
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|
2019
Q4 | $229K | Sell |
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|
2019
Q3 | $221K | Hold |
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|
2019
Q2 | $215K | Hold |
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|
2019
Q1 | $204K | Buy |
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