Capital Planning’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 | $8.48M | Buy |
|
|||||
|
2025
Q2 | $7.61M | Sell |
|
|||||
|
2025
Q1 | $6.27M | Sell |
|
|||||
|
2024
Q4 | $7.19M | Buy |
|
|||||
|
2024
Q3 | $6.95M | Buy |
|
|||||
|
2024
Q2 | $6.94M | Buy |
|
|||||
|
2024
Q1 | $6.22M | Buy |
|
|||||
|
2023
Q4 | $5.41M | Buy |
|
|||||
|
2023
Q3 | $4.41M | Sell |
|
|||||
|
2023
Q2 | $4.83M | Sell |
|
|||||
|
2023
Q1 | $4.3M | Buy |
|
|||||
|
2022
Q4 | $3.36M | Buy |
|
|||||
|
2022
Q3 | $3.06M | Buy |
|
|||||
|
2022
Q2 | $3.26M | Buy |
|
|||||
|
2022
Q1 | $4.04M | Buy |
|
|||||
|
2021
Q4 | $4.27M | Sell |
|
|||||
|
2021
Q3 | $3.74M | Buy |
|
|||||
|
2021
Q2 | $3.65M | Buy |
|
|||||
|
2021
Q1 | $3.26M | Sell |
|
|||||
|
2020
Q4 | $3.25M | Buy |
|