West Branch Capital’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 | $112K | Sell |
443
-18
| -4% | -$4.56K | 0.03% | 106 |
|
|
2025
Q1 | $95.2K | Buy |
461
+65
| +16% | +$13.4K | 0.03% | 119 |
|
|
2024
Q4 | $92.1K | Hold |
396
| – | – | 0.03% | 123 |
|
|
2024
Q3 | $89.4K | Hold |
396
| – | – | 0.03% | 127 |
|
|
2024
Q2 | $89.6K | Hold |
396
| – | – | 0.03% | 130 |
|
|
2024
Q1 | $82.5K | Sell |
396
-51
| -11% | -$10.6K | 0.03% | 136 |
|
|
2023
Q4 | $86K | Buy |
447
+51
| +13% | +$9.82K | 0.04% | 127 |
|
|
2023
Q3 | $64.9K | Hold |
396
| – | – | 0.03% | 140 |
|
|
2023
Q2 | $68.8K | Hold |
396
| – | – | 0.03% | 138 |
|
|
2023
Q1 | $59.8K | Hold |
396
| – | – | 0.03% | 153 |
|
|
2022
Q4 | $49.3K | Hold |
396
| – | – | 0.03% | 168 |
|
|
2022
Q3 | $47K | Hold |
396
| – | – | 0.03% | 169 |
|
|
2022
Q2 | $50K | Hold |
396
| – | – | 0.03% | 172 |
|
|
2022
Q1 | $63K | Sell |
396
-682
| -63% | -$109K | 0.03% | 171 |
|
|
2021
Q4 | $187K | Buy |
1,078
+1
| +0.1% | +$173 | 0.08% | 91 |
|
|
2021
Q3 | $161K | Sell |
1,077
-708
| -40% | -$106K | 0.08% | 101 |
|
|
2021
Q2 | $264K | Sell |
1,785
-222
| -11% | -$32.8K | 0.13% | 78 |
|
|
2021
Q1 | $267K | Buy |
2,007
+230
| +13% | +$30.6K | 0.16% | 73 |
|
|
2020
Q4 | $231K | Buy |
1,777
+7
| +0.4% | +$910 | 0.14% | 81 |
|
|
2020
Q3 | $207K | Buy |
+1,770
| New | +$207K | 0.13% | 82 |
|