Wellington Shields & Co’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 | $616K | Hold |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $612K | Hold |
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|
2024
Q3 | $594K | Sell |
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|
2024
Q2 | $640K | Buy |
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|
2024
Q1 | $538K | Hold |
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|
2023
Q4 | $497K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $294K | Hold |
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|
2021
Q4 | $322K | Sell |
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|
2021
Q3 | $314K | Hold |
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|
2021
Q2 | $310K | Hold |
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|
2021
Q1 | $279K | Hold |
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|
2020
Q4 | $273K | Hold |
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|
2020
Q3 | $245K | Hold |
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|
2020
Q2 | $219K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $227K | Buy |
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|
2019
Q1 | $215K | Buy |
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