Holistic 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 | $376K | Buy |
1,483
+65
| +5% | +$16.5K | 0.11% | 148 |
|
|
2025
Q1 | $293K | Sell |
1,418
-31
| -2% | -$6.4K | 0.1% | 144 |
|
|
2024
Q4 | $337K | Hold |
1,449
| – | – | 0.12% | 120 |
|
|
2024
Q3 | $327K | Sell |
1,449
-389
| -21% | -$87.8K | 0.14% | 107 |
|
|
2024
Q2 | $383K | Hold |
1,838
| – | – | 0.29% | 75 |
|
|
2024
Q1 | $383K | Sell |
1,838
-63
| -3% | -$13.1K | 0.29% | 75 |
|
|
2023
Q4 | $366K | Buy |
+1,901
| New | +$366K | 0.31% | 75 |
|