Capital Advisors Wealth Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

Capital Advisors Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$414K	Buy
2025 Q2	$296K	Buy
2025 Q1	$234K	Sell
2024 Q4	$267K	Buy
2024 Q3	$258K	Sell
2024 Q2	$261K	Buy
2024 Q1	$219K	Sell
2023 Q4	$208K	Buy