PCS
Personal CFO 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 | $1.02M | Buy |
+4,038
| New | +$1.02M | 0.19% | 104 |
|
|
2025
Q1 | – | Sell |
-4,837
| Closed | -$1.12M | – | 497 |
|
|
2024
Q4 | $1.12M | Buy |
4,837
+666
| +16% | +$155K | 0.22% | 94 |
|
|
2024
Q3 | $942K | Buy |
4,171
+372
| +10% | +$84K | 0.13% | 149 |
|
|
2024
Q2 | $859K | Sell |
3,799
-116
| -3% | -$26.2K | 0.13% | 147 |
|
|
2024
Q1 | $816K | Sell |
3,915
-935
| -19% | -$195K | 0.13% | 160 |
|
|
2023
Q4 | $934K | Sell |
4,850
-7,284
| -60% | -$1.4M | 0.16% | 129 |
|
|
2023
Q3 | $1.99M | Sell |
12,134
-828
| -6% | -$136K | 0.39% | 54 |
|
|
2023
Q2 | $2.25M | Buy |
12,962
+119
| +0.9% | +$20.7K | 0.46% | 46 |
|
|
2023
Q1 | $1.94M | Buy |
+12,843
| New | +$1.94M | 0.4% | 56 |
|
|
2022
Q1 | – | Sell |
-7,736
| Closed | -$1.35M | – | 523 |
|
|
2021
Q4 | $1.35M | Sell |
7,736
-954
| -11% | -$166K | 0.25% | 75 |
|
|
2021
Q3 | $1.3M | Buy |
8,690
+1,600
| +23% | +$239K | 0.27% | 76 |
|
|
2021
Q2 | $1.05M | Sell |
7,090
-765
| -10% | -$113K | 0.21% | 91 |
|
|
2021
Q1 | $1.04M | Sell |
7,855
-1,415
| -15% | -$188K | 0.23% | 90 |
|
|
2020
Q4 | $1.21M | Sell |
9,270
-402
| -4% | -$52.3K | 0.3% | 72 |
|
|
2020
Q3 | $1K | Sell |
9,672
-17,886
| -65% | -$1.85K | 0.33% | 129 |
|
|
2020
Q2 | $2.88M | Buy |
+27,558
| New | +$2.88M | 0.85% | 27 |
|
|
2020
Q1 | – | Sell |
-15,787
| Closed | -$1.45M | – | 381 |
|
|
2019
Q4 | $1.45M | Sell |
15,787
-822
| -5% | -$75.3K | 0.41% | 40 |
|
|
2019
Q3 | $1.34M | Buy |
+16,609
| New | +$1.34M | 0.53% | 36 |
|