Mark Sheptoff Financial Planning’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
Q1 | – | Sell |
-100
| Closed | -$23.3K | – | 469 |
|
|
2024
Q4 | $23.3K | Hold |
100
| – | – | 0.01% | 246 |
|
|
2024
Q3 | $22.6K | Hold |
100
| – | – | 0.01% | 238 |
|
|
2024
Q2 | $22.6K | Hold |
100
| – | – | 0.01% | 245 |
|
|
2024
Q1 | $20.8K | Hold |
100
| – | – | 0.01% | 229 |
|
|
2023
Q4 | $19.2K | Hold |
100
| – | – | 0.01% | 231 |
|
|
2023
Q3 | $16.4K | Hold |
100
| – | – | 0.01% | 225 |
|
|
2023
Q2 | $17.4K | Hold |
100
| – | – | 0.01% | 231 |
|
|
2023
Q1 | $15.1K | Sell |
100
-305
| -75% | -$46.1K | 0.01% | 235 |
|
|
2022
Q4 | $50.4K | Buy |
+405
| New | +$50.4K | 0.03% | 149 |
|
|
2018
Q4 | – | Sell |
-400
| Closed | -$30K | – | 366 |
|
|
2018
Q3 | $30K | Hold |
400
| – | – | 0.02% | 203 |
|
|
2018
Q2 | $28K | Hold |
400
| – | – | 0.02% | 202 |
|
|
2018
Q1 | $26K | Buy |
+400
| New | +$26K | 0.02% | 214 |
|