Planning Center Inc’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
2022
Q2
Sell
-1,320
Closed -$210K 54
2022
Q1
$210K Hold
1,320
0.6% 44
2021
Q4
$216K Buy
+1,320
New +$216K 0.17% 48