Comprehensive 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	$651K	Buy	2,569 +424	+20%	+$107K	0.51%	48
2025 Q1	$443K	Sell	2,145 -1,167	-35%	-$241K	0.43%	56
2024 Q4	$770K	Buy	+3,312	New	+$770K	0.65%	34