West Branch Capital’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
Q3 | $125K | Hold |
|
|||||
|
2025
Q2 | $112K | Sell |
|
|||||
|
2025
Q1 | $95.2K | Buy |
|
|||||
|
2024
Q4 | $92.1K | Hold |
|
|||||
|
2024
Q3 | $89.4K | Hold |
|
|||||
|
2024
Q2 | $89.6K | Hold |
|
|||||
|
2024
Q1 | $82.5K | Sell |
|
|||||
|
2023
Q4 | $86K | Buy |
|
|||||
|
2023
Q3 | $64.9K | Hold |
|
|||||
|
2023
Q2 | $68.8K | Hold |
|
|||||
|
2023
Q1 | $59.8K | Hold |
|
|||||
|
2022
Q4 | $49.3K | Hold |
|
|||||
|
2022
Q3 | $47K | Hold |
|
|||||
|
2022
Q2 | $50K | Hold |
|
|||||
|
2022
Q1 | $63K | Sell |
|
|||||
|
2021
Q4 | $187K | Buy |
|
|||||
|
2021
Q3 | $161K | Sell |
|
|||||
|
2021
Q2 | $264K | Sell |
|
|||||
|
2021
Q1 | $267K | Buy |
|
|||||
|
2020
Q4 | $231K | Buy |
|
|||||
|
2020
Q3 | $207K | Buy |
|