West Oak Capital’s Technology Select Sector SPDR Fund XLK Stock Holding History

West Oak Capital’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.11K	Hold	440	–	–	0.04%	142
2025 Q1	$909	Hold	440	–	–	0.04%	149
2024 Q4	$1.02M	Buy	440 +7	+2%	+$16.3K	0.04%	141
2024 Q3	$978	Hold	433	–	–	0.02%	150
2024 Q2	$98K	Hold	433	–	–	0.04%	150
2024 Q1	$90K	Hold	433	–	–	0.04%	159
2023 Q4	$83K	Buy	433 +58	+15%	+$11.1K	0.04%	159
2023 Q3	$61K	Hold	375	–	–	0.03%	167
2023 Q2	$65.2K	Hold	375	–	–	0.03%	165
2023 Q1	$56.6K	Buy	375 +100	+36%	+$15.1K	0.03%	169
2022 Q4	$34K	Sell	275 -400	-59%	-$49.5K	0.02%	171
2022 Q3	$80K	Buy	675 +400	+145%	+$47.4K	0.04%	147
2022 Q2	$35K	Hold	275	–	–	0.02%	185
2022 Q1	$44K	Sell	275 -100	-27%	-$16K	0.02%	185
2021 Q4	$65K	Hold	375	–	–	0.02%	176
2021 Q3	$56K	Hold	375	–	–	0.02%	182
2021 Q2	$55K	Hold	375	–	–	0.02%	182
2021 Q1	$50K	Hold	375	–	–	0.02%	181
2020 Q4	$49K	Hold	375	–	–	0.02%	177
2020 Q3	$44K	Hold	375	–	–	0.02%	170
2020 Q2	$39K	Hold	375	–	–	0.02%	180
2020 Q1	$30K	Hold	375	–	–	0.02%	181
2019 Q4	$34K	Hold	375	–	–	0.02%	190
2019 Q3	$30K	Hold	375	–	–	0.02%	199
2019 Q2	$29K	Hold	375	–	–	0.02%	209
2019 Q1	$28K	Hold	375	–	–	0.02%	202
2018 Q4	$23.2K	Hold	375	–	–	0.02%	199
2018 Q3	$28.2K	Hold	375	–	–	0.02%	212
2018 Q2	$26.1K	Hold	375	–	–	0.02%	210
2018 Q1	$24.5K	Buy	+375	New	+$24.5K	0.01%	217
2017 Q4	–	Sell	-375	Closed	-$22.2K	–	346
2017 Q3	$22.2K	Hold	375	–	–	0.01%	229
2017 Q2	$20.5K	Hold	375	–	–	0.01%	234
2017 Q1	$20K	Hold	375	–	–	0.01%	245
2016 Q4	$18.1K	Hold	375	–	–	0.01%	243
2016 Q3	$17.9K	Hold	375	–	–	0.01%	252
2016 Q2	$16.3K	Hold	375	–	–	0.01%	241
2016 Q1	$16.6K	Hold	375	–	–	0.01%	195
2015 Q4	$16.1K	Hold	375	–	–	0.01%	199
2015 Q3	$14.8K	Hold	375	–	–	0.01%	198
2015 Q2	$15.5K	Hold	375	–	–	0.01%	197
2015 Q1	$15.5K	Hold	375	–	–	0.01%	201
2014 Q4	$15.5K	Hold	375	–	–	0.01%	214
2014 Q3	$15K	Hold	375	–	–	0.01%	191
2014 Q2	$14.4K	Hold	375	–	–	0.01%	192
2014 Q1	$13.6K	Hold	375	–	–	0.01%	193
2013 Q4	$13.4K	Hold	375	–	–	0.01%	194
2013 Q3	$12K	Hold	375	–	–	0.01%	192
2013 Q2	$11.5K	Buy	+375	New	+$11.5K	0.01%	187