LifeSteps Financial’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 | $3.7M | Hold |
14,613
| – | – | 2.54% | 10 |
|
|
2025
Q1 | $3.02M | Sell |
14,613
-33
| -0.2% | -$6.81K | 2.45% | 10 |
|
|
2024
Q4 | $3.41M | Sell |
14,646
-776
| -5% | -$180K | 2.61% | 9 |
|
|
2024
Q3 | $3.48M | Sell |
15,422
-2
| -0% | -$452 | 2.72% | 9 |
|
|
2024
Q2 | $3.49M | Sell |
15,424
-281
| -2% | -$63.6K | 2.88% | 9 |
|
|
2024
Q1 | $3.27M | Sell |
15,705
-83
| -0.5% | -$17.3K | 2.47% | 9 |
|
|
2023
Q4 | $3.04M | Sell |
15,788
-16
| -0.1% | -$3.08K | 2.7% | 8 |
|
|
2023
Q3 | $2.59M | Sell |
15,804
-69
| -0.4% | -$11.3K | 2.64% | 9 |
|
|
2023
Q2 | $2.76M | Sell |
15,873
-4
| -0% | -$695 | 2.73% | 9 |
|
|
2023
Q1 | $2.4M | Sell |
15,877
-384
| -2% | -$58K | 2.54% | 10 |
|
|
2022
Q4 | $2.02M | Sell |
16,261
-1,423
| -8% | -$177K | 2.11% | 11 |
|
|
2022
Q3 | $2.1M | Sell |
17,684
-1,501
| -8% | -$178K | 2.37% | 9 |
|
|
2022
Q2 | $2.44M | Sell |
19,185
-2,008
| -9% | -$255K | 2.54% | 10 |
|
|
2022
Q1 | $3.37M | Sell |
21,193
-1,827
| -8% | -$290K | 2.49% | 11 |
|
|
2021
Q4 | $4M | Buy |
23,020
+1,164
| +5% | +$202K | 2.83% | 11 |
|
|
2021
Q3 | $3.26M | Buy |
21,856
+917
| +4% | +$137K | 2.5% | 11 |
|
|
2021
Q2 | $3.09M | Buy |
20,939
+2,930
| +16% | +$433K | 2.37% | 11 |
|
|
2021
Q1 | $2.39M | Buy |
18,009
+4,621
| +35% | +$614K | 2% | 13 |
|
|
2020
Q4 | $1.74M | Buy |
13,388
+1,856
| +16% | +$241K | 1.6% | 15 |
|
|
2020
Q3 | $1.35M | Buy |
11,532
+819
| +8% | +$95.6K | 1.42% | 16 |
|
|
2020
Q2 | $1.12M | Buy |
10,713
+3,578
| +50% | +$374K | 1.29% | 19 |
|
|
2020
Q1 | $573K | Buy |
7,135
+205
| +3% | +$16.5K | 0.66% | 33 |
|
|
2019
Q4 | $635K | Buy |
+6,930
| New | +$635K | 0.6% | 39 |
|