PDS 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 | $1.37M | Buy |
5,391
+9
| +0.2% | +$2.28K | 0.1% | 89 |
|
|
2025
Q1 | $1.11M | Buy |
5,382
+4,207
| +358% | +$869K | 0.09% | 95 |
|
|
2024
Q4 | $273K | Buy |
1,175
+1
| +0.1% | +$232 | 0.02% | 318 |
|
|
2024
Q3 | $265K | Sell |
1,174
-3
| -0.3% | -$677 | 0.02% | 335 |
|
|
2024
Q2 | $266K | Buy |
1,177
+28
| +2% | +$6.34K | 0.03% | 292 |
|
|
2024
Q1 | $239K | Buy |
1,149
+1
| +0.1% | +$208 | 0.03% | 318 |
|
|
2023
Q4 | $221K | Buy |
+1,148
| New | +$221K | 0.03% | 309 |
|
|
2022
Q1 | – | Sell |
-1,673
| Closed | -$291K | – | 252 |
|
|
2021
Q4 | $291K | Buy |
+1,673
| New | +$291K | 0.06% | 143 |
|