Allegheny Financial Group’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	$241K	Buy	+950	New	+$241K	0.05%	216
2025 Q1	–	Sell	-950	Closed	-$221K	–	248
2024 Q4	$221K	Sell	950 -250	-21%	-$58.1K	0.06%	207
2024 Q3	$271K	Hold	1,200	–	–	0.07%	201
2024 Q2	$271K	Buy	+1,200	New	+$271K	0.08%	183