YHB Investment Advisors’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 | $1.45M | Sell |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $448K | Sell |
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|
2024
Q4 | $630K | Sell |
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|
2024
Q3 | $631K | Buy |
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|
2024
Q2 | $630K | Buy |
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $358K | Hold |
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|
2023
Q3 | $304K | Buy |
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|
2023
Q2 | $323K | Buy |
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|
2023
Q1 | $270K | Sell |
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|
2022
Q4 | $249K | Buy |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $203K | Buy |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | $260K | Sell |
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|
2021
Q3 | $227K | Buy |
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|
2021
Q2 | $215K | Sell |
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|
2021
Q1 | $234K | Buy |
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