Avaii 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
$235K Buy
+930
New +$235K 0.1% 115
2025
Q1
Sell
-930
Closed -$216K 140
2024
Q4
$216K Hold
930
0.11% 121
2024
Q3
$210K Sell
930
-17
-2% -$3.84K 0.11% 125
2024
Q2
$214K Buy
+947
New +$214K 0.12% 134