Phillips Wealth Planners’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 | $2.06M | Buy |
8,042
+269
| +3% | +$68.9K | 1.87% | 3 |
|
|
2025
Q1 | $1.54M | Buy |
7,773
+1,157
| +17% | +$229K | 1.63% | 6 |
|
|
2024
Q4 | $1.51M | Buy |
6,616
+152
| +2% | +$34.8K | 1.51% | 7 |
|
|
2024
Q3 | $1.48M | Sell |
6,464
-689
| -10% | -$158K | 1.42% | 9 |
|
|
2024
Q2 | $1.7M | Buy |
7,153
+13
| +0.2% | +$3.09K | 1.79% | 4 |
|
|
2024
Q1 | $1.44M | Sell |
7,140
-458
| -6% | -$92.4K | 1.66% | 5 |
|
|
2023
Q4 | $1.49M | Sell |
7,598
-3
| -0% | -$587 | 1.79% | 6 |
|
|
2023
Q3 | $1.27M | Sell |
7,601
-266
| -3% | -$44.4K | 1.72% | 7 |
|
|
2023
Q2 | $1.37M | Sell |
7,867
-1,435
| -15% | -$249K | 1.79% | 6 |
|
|
2023
Q1 | $1.4M | Buy |
9,302
+26
| +0.3% | +$3.92K | 1.86% | 4 |
|
|
2022
Q4 | $1.32M | Buy |
+9,276
| New | +$1.32M | 2.31% | 5 |
|