Center for Financial Planning’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.28K | Hold |
9
| – | – | ﹤0.01% | 551 |
|
|
2025
Q1 | $1.86K | Hold |
9
| – | – | ﹤0.01% | 592 |
|
|
2024
Q4 | $2.09K | Hold |
9
| – | – | ﹤0.01% | 536 |
|
|
2024
Q3 | $2.03K | Hold |
9
| – | – | ﹤0.01% | 496 |
|
|
2024
Q2 | $2.04K | Hold |
9
| – | – | ﹤0.01% | 500 |
|
|
2024
Q1 | $1.88K | Hold |
9
| – | – | ﹤0.01% | 522 |
|
|
2023
Q4 | $1.73K | Hold |
9
| – | – | ﹤0.01% | 467 |
|
|
2023
Q3 | $1.48K | Hold |
9
| – | – | ﹤0.01% | 468 |
|
|
2023
Q2 | $1.57K | Sell |
9
-75
| -89% | -$13K | ﹤0.01% | 507 |
|
|
2023
Q1 | $12.7K | Hold |
84
| – | – | ﹤0.01% | 332 |
|
|
2022
Q4 | $10.5K | Hold |
84
| – | – | ﹤0.01% | 353 |
|
|
2022
Q3 | $10K | Hold |
84
| – | – | ﹤0.01% | 359 |
|
|
2022
Q2 | $11K | Hold |
84
| – | – | ﹤0.01% | 354 |
|
|
2022
Q1 | $13K | Hold |
84
| – | – | ﹤0.01% | 353 |
|
|
2021
Q4 | $15K | Buy |
84
+9
| +12% | +$1.61K | ﹤0.01% | 342 |
|
|
2021
Q3 | $11K | Hold |
75
| – | – | ﹤0.01% | 357 |
|
|
2021
Q2 | $11K | Hold |
75
| – | – | ﹤0.01% | 357 |
|
|
2021
Q1 | $10K | Hold |
75
| – | – | ﹤0.01% | 388 |
|
|
2020
Q4 | $10K | Buy |
+75
| New | +$10K | ﹤0.01% | 346 |
|