Welch Capital 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 | $605K | Hold |
|
|||||
|
2025
Q1 | $493K | Hold |
|
|||||
|
2024
Q4 | $556K | Hold |
|
|||||
|
2024
Q3 | $540K | Hold |
|
|||||
|
2024
Q2 | $541K | Hold |
|
|||||
|
2024
Q1 | $498K | Hold |
|
|||||
|
2023
Q4 | $460K | Hold |
|
|||||
|
2023
Q3 | $392K | Hold |
|
|||||
|
2023
Q2 | $416K | Hold |
|
|||||
|
2023
Q1 | $361K | Hold |
|
|||||
|
2022
Q4 | $297K | Hold |
|
|||||
|
2022
Q3 | $284K | Hold |
|
|||||
|
2022
Q2 | $304K | Hold |
|
|||||
|
2022
Q1 | $380K | Hold |
|
|||||
|
2021
Q4 | $416K | Hold |
|
|||||
|
2021
Q3 | $357K | Hold |
|
|||||
|
2021
Q2 | $353K | Hold |
|
|||||
|
2021
Q1 | $317K | Hold |
|
|||||
|
2020
Q4 | $311K | Hold |
|
|||||
|
2020
Q3 | $279K | Hold |
|
|||||
|
2020
Q2 | $250K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $219K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $6.25M | Buy |
|
|||||
|
2018
Q2 | $3.02M | Hold |
|
|||||
|
2018
Q1 | $2.84M | Buy |
|