Falcon Wealth 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 | – | Sell |
-1,544
| Closed | -$319K | – | 180 |
|
|
2025
Q1 | $319K | Sell |
1,544
-100
| -6% | -$20.6K | 0.04% | 132 |
|
|
2024
Q4 | $382K | Buy |
1,644
+45
| +3% | +$10.5K | 0.04% | 120 |
|
|
2024
Q3 | $361K | Buy |
1,599
+351
| +28% | +$79.3K | 0.04% | 113 |
|
|
2024
Q2 | $282K | Sell |
1,248
-185
| -13% | -$41.9K | 0.04% | 112 |
|
|
2024
Q1 | $299K | Buy |
1,433
+39
| +3% | +$8.12K | 0.05% | 111 |
|
|
2023
Q4 | $268K | Buy |
+1,394
| New | +$268K | 0.05% | 106 |
|