Holistic Planning’s Technology Select Sector SPDR Fund XLK Stock Holding History

Holistic Planning’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$369K	Sell
2025 Q2	$376K	Buy
2025 Q1	$293K	Sell
2024 Q4	$337K	Hold
2024 Q3	$327K	Sell
2024 Q2	$383K	Hold
2024 Q1	$383K	Sell
2023 Q4	$366K	Buy