Sequent 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 | $7.15M | Buy |
28,247
+6,438
| +30% | +$1.63M | 2.27% | 8 |
|
|
2025
Q1 | $4.5M | Buy |
21,809
+7,592
| +53% | +$1.57M | 1.62% | 15 |
|
|
2024
Q4 | $3.31M | Buy |
14,217
+3,567
| +33% | +$829K | 1.21% | 21 |
|
|
2024
Q3 | $2.4M | Buy |
10,650
+918
| +9% | +$207K | 0.83% | 25 |
|
|
2024
Q2 | $2.22M | Sell |
9,732
-290
| -3% | -$66.1K | 0.76% | 25 |
|
|
2024
Q1 | $2.09M | Buy |
+10,022
| New | +$2.09M | 0.76% | 23 |
|