The Family Firm’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 | – | Sell |
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|
2025
Q1 | $335K | Sell |
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|
2024
Q4 | $397K | Sell |
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|
2024
Q3 | $399K | Buy |
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|
2024
Q2 | $400K | Sell |
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|
2024
Q1 | $368K | Buy |
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|
2023
Q4 | $340K | Sell |
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|
2023
Q3 | $326K | Sell |
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|
2023
Q2 | $710K | Sell |
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|
2023
Q1 | $620K | Buy |
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|
2022
Q4 | $486K | Buy |
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|
2022
Q3 | $382K | Sell |
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|
2022
Q2 | $433K | Buy |
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|
2022
Q1 | $540K | Buy |
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|
2021
Q4 | $551K | Buy |
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|
2021
Q3 | $501K | Buy |
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|
2021
Q2 | $466K | Buy |
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|
2021
Q1 | $419K | Buy |
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|
2020
Q4 | $401K | Sell |
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|
2020
Q3 | $390K | Sell |
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|
2020
Q2 | $354K | Sell |
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|
2020
Q1 | $276K | Sell |
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|
2019
Q4 | $368K | Sell |
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|
2019
Q3 | $370K | Buy |
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|
2019
Q2 | $357K | Buy |
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|
2019
Q1 | $338K | Buy |
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