Bernard 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	$234K	Sell	925 -857	-48%	-$217K	0.11%	52
2025 Q1	$368K	Buy	1,782 +857	+93%	+$177K	0.18%	45
2024 Q4	$215K	Buy	+925	New	+$215K	0.1%	55