Brass Tax 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
$845K Buy
3,335
+2,270
+213% +$575K 0.16% 67
2025
Q1
$220K Sell
1,065
-55
-5% -$11.4K 0.05% 200
2024
Q4
$260K Buy
+1,120
New +$260K 0.05% 168