Union Savings Bank’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.4K | Sell |
108
-1,195
| -92% | -$314K | 0.01% | 233 |
|
|
2025
Q1 | $269K | Hold |
1,303
| – | – | 0.13% | 111 |
|
|
2024
Q4 | $303K | Hold |
1,303
| – | – | 0.15% | 104 |
|
|
2024
Q3 | $294K | Hold |
1,303
| – | – | 0.14% | 107 |
|
|
2024
Q2 | $295K | Sell |
1,303
-49
| -4% | -$11.1K | 0.15% | 106 |
|
|
2024
Q1 | $282K | Sell |
1,352
-270
| -17% | -$56.2K | 0.15% | 108 |
|
|
2023
Q4 | $312K | Sell |
1,622
-58
| -3% | -$11.2K | 0.18% | 106 |
|
|
2023
Q3 | $275K | Buy |
1,680
+150
| +10% | +$24.6K | 0.17% | 108 |
|
|
2023
Q2 | $273K | Buy |
+1,530
| New | +$273K | 0.16% | 107 |
|