OPPS
Obsidian Personal Planning Solutions’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 | $666K | Buy |
2,631
+166
| +7% | +$42K | 0.27% | 40 |
|
|
2025
Q1 | $518K | Sell |
2,465
-5
| -0.2% | -$1.05K | 0.23% | 42 |
|
|
2024
Q4 | $570K | Hold |
2,470
| – | – | 0.28% | 38 |
|
|
2024
Q3 | $549K | Hold |
2,470
| – | – | 0.29% | 36 |
|
|
2024
Q2 | $559K | Buy |
2,470
+25
| +1% | +$5.66K | 0.34% | 33 |
|
|
2024
Q1 | $480K | Buy |
2,445
+341
| +16% | +$66.9K | 0.32% | 39 |
|
|
2023
Q4 | $405K | Hold |
2,104
| – | – | 0.31% | 41 |
|
|
2023
Q3 | $345K | Sell |
2,104
-528
| -20% | -$86.6K | 0.29% | 44 |
|
|
2023
Q2 | $458K | Buy |
2,632
+685
| +35% | +$119K | 0.56% | 33 |
|
|
2023
Q1 | $294K | Buy |
+1,947
| New | +$294K | 0.43% | 38 |
|
|
2022
Q3 | – | Sell |
-6,104
| Closed | -$776K | – | 44 |
|
|
2022
Q2 | $776K | Buy |
+6,104
| New | +$776K | 1.32% | 19 |
|