LFPWM
Leicht Financial Planning & Wealth Management’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 | – | Sell |
-36,492
| Closed | -$7.53M | – | 19 |
|
|
2025
Q1 | $7.53M | Sell |
36,492
-2,583
| -7% | -$533K | 3.94% | 8 |
|
|
2024
Q4 | $9.09M | Sell |
39,075
-613
| -2% | -$143K | 4.65% | 8 |
|
|
2024
Q3 | $8.96M | Buy |
39,688
+1,488
| +4% | +$336K | 4.51% | 8 |
|
|
2024
Q2 | $8.64M | Buy |
38,200
+64
| +0.2% | +$14.5K | 4.6% | 8 |
|
|
2024
Q1 | $7.94M | Sell |
38,136
-1,986
| -5% | -$414K | 4.35% | 8 |
|
|
2023
Q4 | $7.72M | Sell |
40,122
-2,467
| -6% | -$475K | 4.43% | 8 |
|
|
2023
Q3 | $6.98M | Buy |
42,589
+579
| +1% | +$94.9K | 4.31% | 8 |
|
|
2023
Q2 | $7.3M | Sell |
42,010
-5,100
| -11% | -$887K | 4.41% | 8 |
|
|
2023
Q1 | $7.11M | Sell |
47,110
-17,062
| -27% | -$2.58M | 4.38% | 8 |
|
|
2022
Q4 | $7.99M | Sell |
64,172
-26,021
| -29% | -$3.24M | 5.36% | 7 |
|
|
2022
Q3 | $10.7M | Buy |
90,193
+2,352
| +3% | +$279K | 7.66% | 4 |
|
|
2022
Q2 | $11.2M | Buy |
87,841
+4,016
| +5% | +$510K | 7.56% | 3 |
|
|
2022
Q1 | $13.3M | Sell |
83,825
-15,454
| -16% | -$2.46M | 7.93% | 3 |
|
|
2021
Q4 | $17.3M | Buy |
99,279
+2,337
| +2% | +$406K | 9.85% | 3 |
|
|
2021
Q3 | $15M | Buy |
96,942
+17,707
| +22% | +$2.74M | 9% | 4 |
|
|
2021
Q2 | $12M | Buy |
79,235
+879
| +1% | +$133K | 7.31% | 3 |
|
|
2021
Q1 | $10.4M | Buy |
78,356
+5,322
| +7% | +$707K | 6.74% | 4 |
|
|
2020
Q4 | $9.51M | Buy |
73,034
+5,697
| +8% | +$742K | 6.44% | 5 |
|
|
2020
Q3 | $7.86M | Buy |
67,337
+5,189
| +8% | +$605K | 5.83% | 8 |
|
|
2020
Q2 | $6.48M | Buy |
62,148
+34,967
| +129% | +$3.65M | 5.15% | 8 |
|
|
2020
Q1 | $2.19M | Buy |
27,181
+24,986
| +1,138% | +$2.01M | 2.11% | 13 |
|
|
2019
Q4 | $201K | Buy |
+2,195
| New | +$201K | 0.18% | 64 |
|