BCU Wealth Advisors’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	$227K	Buy	+896	New	+$227K	0.1%	55
2025 Q1	–	Sell	-893	Closed	-$208K	–	57
2024 Q4	$208K	Buy	893 +2	+0.2%	+$465	0.12%	52
2024 Q3	$201K	Buy	891 +1	+0.1%	+$226	0.12%	51
2024 Q2	$201K	Buy	+890	New	+$201K	0.15%	47