Bordeaux 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	–	Sell	-1,320	Closed	-$273K	–	175
2025 Q1	$273K	Buy	1,320 +343	+35%	+$70.8K	0.05%	126
2024 Q4	$227K	Buy	+977	New	+$227K	0.04%	145
2022 Q1	–	Sell	-17,421	Closed	-$3.03M	–	100
2021 Q4	$3.03M	Buy	+17,421	New	+$3.03M	1.39%	18