Center for Financial 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 | $2.54K | Hold |
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|
2025
Q2 | $2.28K | Hold |
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|
2025
Q1 | $1.86K | Hold |
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|
2024
Q4 | $2.09K | Hold |
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|
2024
Q3 | $2.03K | Hold |
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|
2024
Q2 | $2.04K | Hold |
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|
2024
Q1 | $1.88K | Hold |
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|
2023
Q4 | $1.73K | Hold |
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|
2023
Q3 | $1.48K | Hold |
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|
2023
Q2 | $1.56K | Sell |
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|
2023
Q1 | $12.7K | Hold |
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|
2022
Q4 | $10.5K | Hold |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $11K | Hold |
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|
2022
Q1 | $13K | Hold |
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|
2021
Q4 | $15K | Buy |
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|
2021
Q3 | $11K | Hold |
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|
2021
Q2 | $11K | Hold |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $10K | Buy |
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