OLIO 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
Q2 | $328K | Hold |
1,294
| – | – | 0.1% | 49 |
|
|
2025
Q1 | $267K | Hold |
1,294
| – | – | 0.09% | 53 |
|
|
2024
Q4 | $301K | Hold |
1,294
| – | – | 0.11% | 49 |
|
|
2024
Q3 | $250K | Hold |
1,294
| – | – | 0.11% | 46 |
|
|
2024
Q2 | $250K | Hold |
1,294
| – | – | 0.11% | 46 |
|
|
2024
Q1 | $250K | Hold |
1,294
| – | – | 0.11% | 46 |
|
|
2023
Q4 | $250K | Hold |
1,294
| – | – | 0.1% | 46 |
|
|
2023
Q3 | $212K | Hold |
1,294
| – | – | 0.1% | 50 |
|
|
2023
Q2 | $225K | Buy |
+1,294
| New | +$225K | 0.11% | 44 |
|