Able Wealth 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
$319K Buy
1,260
+39
+3% +$9.88K 0.16% 85
2025
Q1
$252K Buy
+1,221
New +$252K 0.15% 83
2024
Q1
Sell
-118
Closed -$22.6K 585
2023
Q4
$22.6K Buy
+118
New +$22.6K 0.02% 192