Capital Planning Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Capital Planning Advisors’s Portfolio XLK Stock Details XLK Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell
2022 Q1	$612K	Sell
2021 Q4	$687K	Buy
2021 Q1	–	Sell
2020 Q4	$274K	Sell
2020 Q3	$247K	Sell
2020 Q2	$274K	Hold
2020 Q1	$211K	Sell
2019 Q4	$300K	Buy
2019 Q3	$211K	Sell
2019 Q2	$206K	Buy