Leicht Financial Planning & Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $7.53M | Sell |
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|
2024
Q4 | $9.09M | Sell |
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|
2024
Q3 | $8.96M | Buy |
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|
2024
Q2 | $8.64M | Buy |
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|
2024
Q1 | $7.94M | Sell |
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|
2023
Q4 | $7.72M | Sell |
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|
2023
Q3 | $6.98M | Buy |
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|
2023
Q2 | $7.3M | Sell |
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|
2023
Q1 | $7.11M | Sell |
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|
2022
Q4 | $7.99M | Sell |
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|
2022
Q3 | $10.7M | Buy |
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|
2022
Q2 | $11.2M | Buy |
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|
2022
Q1 | $13.3M | Sell |
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|
2021
Q4 | $17.3M | Buy |
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|
2021
Q3 | $15M | Buy |
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|
2021
Q2 | $12M | Buy |
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|
2021
Q1 | $10.4M | Buy |
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|
2020
Q4 | $9.51M | Buy |
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|
2020
Q3 | $7.86M | Buy |
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|
2020
Q2 | $6.48M | Buy |
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|
2020
Q1 | $2.19M | Buy |
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|
2019
Q4 | $201K | Buy |
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