WealthPlan Investment Management’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 | $864K | Buy |
3,412
+94
| +3% | +$23.8K | 0.06% | 187 |
|
|
2025
Q1 | $685K | Buy |
3,318
+420
| +14% | +$86.7K | 0.07% | 152 |
|
|
2024
Q4 | $674K | Buy |
2,898
+1,238
| +75% | +$288K | 0.07% | 147 |
|
|
2024
Q3 | $375K | Buy |
1,660
+706
| +74% | +$159K | 0.04% | 177 |
|
|
2024
Q2 | $216K | Buy |
+954
| New | +$216K | 0.03% | 176 |
|
|
2023
Q3 | – | Sell |
-162
| Closed | -$28.2K | – | 367 |
|
|
2023
Q2 | $28.2K | Sell |
162
-87
| -35% | -$15.1K | 0.01% | 229 |
|
|
2023
Q1 | $37.7K | Sell |
249
-3,103
| -93% | -$469K | 0.01% | 267 |
|
|
2022
Q4 | $479K | Buy |
3,352
+461
| +16% | +$65.8K | 0.03% | 261 |
|
|
2022
Q3 | $375K | Buy |
+2,891
| New | +$375K | 0.03% | 278 |
|
|
2022
Q1 | $504K | Buy |
+3,565
| New | +$504K | 0.04% | 247 |
|