APSI
Asset Planning Services Inc’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $393K | Hold |
1,550
| – | – | 0.18% | 32 |
|
|
2025
Q1 | $320K | Hold |
1,550
| – | – | 0.16% | 32 |
|
|
2024
Q4 | $360K | Hold |
1,550
| – | – | 0.18% | 33 |
|
|
2024
Q3 | $350K | Hold |
1,550
| – | – | 0.17% | 32 |
|
|
2024
Q2 | $351K | Hold |
1,550
| – | – | 0.19% | 33 |
|
|
2024
Q1 | $323K | Hold |
1,550
| – | – | 0.18% | 33 |
|
|
2023
Q4 | $298K | Hold |
1,550
| – | – | 0.18% | 34 |
|
|
2023
Q3 | $254K | Hold |
1,550
| – | – | 0.17% | 33 |
|
|
2023
Q2 | $269K | Hold |
1,550
| – | – | 0.17% | 36 |
|
|
2023
Q1 | $234K | Buy |
+1,550
| New | +$234K | 0.15% | 35 |
|
|
2022
Q2 | – | Sell |
-1,550
| Closed | -$246K | – | 39 |
|
|
2022
Q1 | $246K | Hold |
1,550
| – | – | 0.14% | 37 |
|
|
2021
Q4 | $269K | Hold |
1,550
| – | – | 0.14% | 40 |
|
|
2021
Q3 | $231K | Hold |
1,550
| – | – | 0.14% | 39 |
|
|
2021
Q2 | $229K | Hold |
1,550
| – | – | 0.13% | 39 |
|
|
2021
Q1 | $206K | Sell |
1,550
-1,000
| -39% | -$133K | 0.12% | 41 |
|
|
2020
Q4 | $332K | Buy |
+2,550
| New | +$332K | 0.21% | 35 |
|