West Coast Financial’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 | – | Sell |
-7,340
| Closed | -$1.52M | – | 157 |
|
|
2025
Q1 | $1.52M | Hold |
7,340
| – | – | 0.17% | 66 |
|
|
2024
Q4 | $1.71M | Sell |
7,340
-135
| -2% | -$31.4K | 0.19% | 65 |
|
|
2024
Q3 | $1.69M | Hold |
7,475
| – | – | 0.19% | 69 |
|
|
2024
Q2 | $1.69M | Hold |
7,475
| – | – | 0.2% | 64 |
|
|
2024
Q1 | $1.56M | Buy |
7,475
+1,750
| +31% | +$364K | 0.19% | 66 |
|
|
2023
Q4 | $1.1M | Hold |
5,725
| – | – | 0.14% | 73 |
|
|
2023
Q3 | $938K | Hold |
5,725
| – | – | 0.14% | 81 |
|
|
2023
Q2 | $995K | Buy |
+5,725
| New | +$995K | 0.14% | 81 |
|
|
2022
Q2 | – | Sell |
-1,260
| Closed | -$200K | – | 139 |
|
|
2022
Q1 | $200K | Hold |
1,260
| – | – | 0.03% | 135 |
|
|
2021
Q4 | $219K | Buy |
+1,260
| New | +$219K | 0.03% | 131 |
|