IFPG
Intrepid Financial Planning Group’s Technology Select Sector SPDR Fund XLK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Hold |
3,752
| – | – | 0.4% | 56 |
|
|
2025
Q1 | $775K | Sell |
3,752
-26,807
| -88% | -$5.53M | 0.36% | 55 |
|
|
2024
Q4 | $7.11M | Sell |
30,559
-369
| -1% | -$85.8K | 3% | 7 |
|
|
2024
Q3 | $6.98M | Sell |
30,928
-4,621
| -13% | -$1.04M | 2.99% | 8 |
|
|
2024
Q2 | $8.04M | Sell |
35,549
-412
| -1% | -$93.2K | 3.45% | 7 |
|
|
2024
Q1 | $7.49M | Sell |
35,961
-179
| -0.5% | -$37.3K | 3.24% | 6 |
|
|
2023
Q4 | $6.96M | Sell |
36,140
-1,412
| -4% | -$272K | 3.33% | 7 |
|
|
2023
Q3 | $6.16M | Sell |
37,552
-1,608
| -4% | -$264K | 3.19% | 7 |
|
|
2023
Q2 | $6.81M | Sell |
39,160
-190
| -0.5% | -$33K | 3.27% | 7 |
|
|
2023
Q1 | $5.94M | Sell |
39,350
-271
| -0.7% | -$40.9K | 3% | 7 |
|
|
2022
Q4 | $4.93M | Sell |
39,621
-1,211
| -3% | -$151K | 2.68% | 7 |
|
|
2022
Q3 | $4.85M | Sell |
40,832
-175
| -0.4% | -$20.8K | 2.76% | 7 |
|
|
2022
Q2 | $5.21M | Buy |
+41,007
| New | +$5.21M | 2.87% | 7 |
|