LifeSteps Financial’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
Q3 | $4.08M | Sell |
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|
2025
Q2 | $3.7M | Hold |
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|
2025
Q1 | $3.02M | Sell |
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|
2024
Q4 | $3.41M | Sell |
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|
2024
Q3 | $3.48M | Sell |
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|
2024
Q2 | $3.49M | Sell |
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|
2024
Q1 | $3.27M | Sell |
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|
2023
Q4 | $3.04M | Sell |
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|
2023
Q3 | $2.59M | Sell |
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|
2023
Q2 | $2.76M | Sell |
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|
2023
Q1 | $2.4M | Sell |
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $2.1M | Sell |
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|
2022
Q2 | $2.44M | Sell |
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|
2022
Q1 | $3.37M | Sell |
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|
2021
Q4 | $4M | Buy |
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|
2021
Q3 | $3.26M | Buy |
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|
2021
Q2 | $3.09M | Buy |
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|
2021
Q1 | $2.39M | Buy |
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|
2020
Q4 | $1.74M | Buy |
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|
2020
Q3 | $1.35M | Buy |
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|
2020
Q2 | $1.12M | Buy |
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|
2020
Q1 | $573K | Buy |
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|
2019
Q4 | $635K | Buy |
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