Avantax Planning Partners’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 | $2.79M | Sell |
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|
2025
Q2 | $2.7M | Buy |
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|
2025
Q1 | $1.81M | Sell |
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|
2024
Q4 | $2.06M | Buy |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $1.97M | Hold |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $1.68M | Sell |
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $1.51M | Buy |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.06M | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.49M | Buy |
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|
2021
Q3 | $1.25M | Buy |
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|
2021
Q2 | $1.12M | Buy |
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|
2021
Q1 | $939K | Buy |
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|
2020
Q4 | $886K | Buy |
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|
2020
Q3 | $780K | Sell |
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|
2020
Q2 | $713K | Hold |
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|
2020
Q1 | $548K | Sell |
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|
2019
Q4 | $632K | Hold |
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|
2019
Q3 | $555K | Sell |
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|
2019
Q2 | $579K | Sell |
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|
2019
Q1 | $592K | Sell |
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|
2018
Q4 | $499K | Sell |
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|
2018
Q3 | $613K | Sell |
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|
2018
Q2 | $631K | Sell |
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|
2018
Q1 | $623K | Buy |
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|
2017
Q4 | $580K | Sell |
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|
2017
Q3 | $538K | Sell |
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|
2017
Q2 | $502K | Sell |
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|
2017
Q1 | $523K | Buy |
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|
2016
Q4 | $451K | Buy |
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